Corneluis Mathews is a registered investment advisor at Uisonet, based in Moore, OK, with 8 years of industry experience. Corneluis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 4 clients with $550K 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 | 2.50% |
| $500K - $999K | 2.25% |
| $999K - $5.0M | 1.90% |
| $5M+ | 1.65% |
Fees are negotiable. The total annual fee is the sum of the UisOneT annual fee and the advisor annual fee. All accounts are charged a monthly account management fee of $8, which is proportionately reduced for accounts below $8,000.
Fee Estimator
Location
Moore, OK
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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 ActivitiesSells Insurance
Corneluis is involved in insurance sales and works as a Process Improvement Specialist for EntityWorks LLC, focusing on process improvements for businesses and individuals. The work with EntityWorks is not investment-related and compensated via individual contracts.
Employment History
Current Registrations
Uisonet
Previous Registrations
Brookstone Capital Management LLC
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.