Shaun Cornell is a CFA-designated registered investment advisor at Cornell Capital Group LLC, based in Encinitas, CA, with 6 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1305 El Camino Ct, Encinitas, CA, 92024
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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
Shaun is a self-employed musician and composer, dedicating about 10-20% of his time to this activity. He is also a licensed real estate agent in California but is not actively involved in the real estate business.
Employment History
Current Registrations
Cornell Capital Group LLC
State Registrations1 state
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