Jaclyn Cornelius is a CFP-designated registered investment advisor at Keyvantage Wealth Advisors, based in Bethlehem, PA, with 21 years of industry experience. Jaclyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 143 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees may be waived or reduced at KeyVantage's discretion.
Fee Estimator
Location
95 Highland Avenue, Suite 310, Bethlehem, PA, 18017
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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
Jaclyn is a co-owner and COO of KeyVantage Services, LLC, a tax preparation and services business. She spends about 10-20% of her time supervising the business and preparing tax returns.
Employment History
Current Registrations
Keyvantage Wealth Advisors
Previous Registrations
Valley National Investments, INC.Broker
Valley National Advisers INC
Andesa Strategies, INC.
Andesa Investment Solutions, 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.
Exams
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