GC
CFP
GC
CFP

Gregory Corneille

18 Years of Experience
Johns Creek, GA
May Earn Commission

Gregory Corneille is a CFP-designated registered investment advisor at Choice Wealth Management, LLC, based in Johns Creek, GA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 71 clients with $12M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
71 clients
Average Client Portfolio
$175K average
Assets Under Management
$12.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11555 Medlock Bridge Rd, Ste 100, Johns Creek, GA, 30097

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Choice Wealth Management, LLC
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
PNC Investments
March 2010 - March 2013 · 3 yrs
Amerivest Investment Management, LLC
November 2008 - September 2009 · 10 mos
TD Ameritrade, INC.
November 2008 - September 2009 · 10 mos
Edward Jones
January 2007 - November 2008 · 1 yr 10 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.