Linda Cornish is a registered investment advisor at American Investors CO, based in Fergus Falls, MN, with 37 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.
Fee Estimator
Location
215 W. Washington Ave., Fergus Falls, MN, 56537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Linda is a registered representative with American Investors Company, spending a few hours per week on securities-related activities. She also owns Calhoun Financial Services, providing tax and financial planning services, and is involved in real estate sales and brokerage through Calhoun Realty and The Cornish Group LLC. Additionally, Linda serves as a probate executor and trustee, dedicating minimal time to these roles.
Employment History
Current Registrations
American Investors CompanyBroker
The Cornish Group LLC DBA Cornish Financial Services Group
Previous Registrations
American General Securities IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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