Warren Cornell is a registered investment advisor at Cornell Capital Group LLC, based in Encinitas, CA, with 6 years of industry experience. Warren 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
Encinitas, CA
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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.
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Warren teaches part-time at the University of California at San Diego, dedicating minimal time. He is also the founder of Cornell Gerger, an independent financial consulting business, devoting about a quarter of his time.
Employment History
Current Registrations
Cornell Capital Group LLC
State Registrations1 state
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