Makinley Cornley
Makinley Cornley is a registered investment advisor at Purpose1st Financial, based in Hilliard, OH, with 2 years of industry experience. Makinley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Location
Hilliard, OH
Get directionsHistory
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
Makinley is licensed to sell life, health, disability, and long-term care insurance and may sell these products to clients for additional compensation. She also works as an UberEats driver on weekends.
Employment History
Current Registrations
Purpose1st Financial
Previous Registrations
Access Wealth Group, LLC
Northwestern Mutual Investment Services, LLCBroker
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.