Raymond Cornelius
Raymond Cornelius is a registered investment advisor at Cambridge Retirement Partners, based in College Park, GA, with 20 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Retirement Partners charges up to 2% annually for investment management, based on the value of your portfolio and the complexity of managing it. This fee is negotiable, and the final agreed-upon fee will be outlined in your advisory agreement.
Location
College Park, GA
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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.
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Raymond is a partner of Citizens Wealth Advisors, an advisory firm. He spends a few hours per week on business related to this firm.
Employment History
Current Registrations
Cambridge Retirement Partners
Previous Registrations
AXA Advisors, LLC
Cambridge Wealth Advisors, LLC
UBS Financial Services INC.
Wachovia Securities, LLC
Citigroup Global Markets INC.
State Registrations1 state
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.