James Cornehlsen
James Cornehlsen is a CFA-designated registered investment advisor at Capstone Investment Financial Group, LLC, based in Webster, NY, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 392 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Investment Financial Group (CIFG) offers investment management services where fees generally range from 0.00% to 2.00% per year of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets. CIFG also offers performance-based fees to qualified clients. These fees can be 20% of new capital appreciation or a combination of asset-based fees (typically 1.00%) and a 10% performance fee.
Location
115 West Salori Court, Webster, NY, 14580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates AUM in a Box, which provides various services to financial advisors, dedicating a few hours per week. He also owns Fitter Financials, a bookkeeping service for business owners, spending minimal time on it.
Employment History
Current Registrations
Capstone Investment Financial Group, LLC
Previous Registrations
Capstone Investment Financial Group, INC.
State Registrations5 states
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