Adam Cornwell
Adam Cornwell is a CFA, CFP-designated registered investment advisor at Savant Wealth Management, based in Beaverton, OR, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 24,034 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Contact
Adam Cornwell
Location
8285 SW Nimbus Avenue, #155, Beaverton, OR, 97008
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
North Ridge
Vista Capital Partners, INC.
State Registrations2 states
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
More Advisors
- Brian Lawrence, CFASavant Wealth Management
- Michelle Tran, CFASavant Wealth Management
- David Krichevsky, CFP
- Kelly Manning, ChFCState Farm Investment Management CORP.
- Nicholas White, CFPEdward Jones
- Christopher Hatfield, CFPDefined Wealth Management, LLC