Cornelius O'reilly
Cornelius O'reilly is a registered investment advisor at Integrity Advisory Solutions, based in Staten Island, NY, with 2 years of industry experience. Cornelius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
900 South Avenue, Suite 104, Staten Island, NY, 10314
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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
Cornelius owns Summit Estate Planning Group, PLLC, a law firm, and dedicates about a quarter of his time to it. He also works as a salesman for Summit Wealth Group, LLC, selling fixed insurance, and spends about a quarter of his time assisting clients with financial coaching for American Academy Wealth.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Brokers Financial
O'reilly Wealth Coaching LLC
State Registrations2 states
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