Wade Cornett is a ChFC-designated registered investment advisor at Macro Advisors, INC., based in York, PA, with 30 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 683 clients with $370M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
526 Greenbriar Road, York, PA, 17404
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Wade owns five rental properties, managing them and collecting rent from tenants. This activity takes a few hours per week.
Employment History
Current Registrations
Macro Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.