Anna Cornelius is a registered investment advisor at Anne Cornelius, CPA, P.C., based in Scottsdale, AZ, with 1 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Anne Cornelius, CPA, P.C. does not directly charge you for investment advice. Instead, Anne Cornelius, CPA, P.C. receives a portion of the annual management fee charged to you by the third-party money manager, ranging from 0.2% to 0.4% of your portfolio. Your total advisory fee will never exceed 1.5%.
Location
4300 N. Miller Rd., Suite 213, Scottsdale, AZ, 85251
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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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Anna works as a CPA since 1996, providing accounting and tax services to clients and prospects. This activity takes up all of Anna's time.
Employment History
Current Registrations
Anne Cornelius, CPA, P.C.
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.