Cornell Abod is a registered investment advisor at Beacon Investment Advisors LLC, based in Gaithersburg, MD, with 22 years of industry experience. Cornell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 120 clients with $340M 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 | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is subject to negotiation.
Fee Estimator
Location
7 Brookes Ave., Gaithersburg, MD, 20817
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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
Cornell is the owner and sole member of C.P. Abod & Co., LLC, an accounting services company, and Beacon RPC, LLC, a retirement plan consulting firm. Cornell may spend nearly full-time on these accounting and retirement plan activities.
Employment History
Current Registrations
Beacon Investment Advisors LLC
State Registrations3 states
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