Clifford Cornell is a CFP-designated registered investment advisor at Bone Fide Wealth, based in Southold, NY, with 4 years of industry experience. Clifford 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 132 clients with $82M 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 $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Southold, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Clifford works as a server at The Frisky Oyster restaurant. This activity takes up to about a quarter of his time.
Employment History
Current Registrations
Bone Fide Wealth
State Registrations1 state
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