Regina Cornelio

1 Year of Experience

Johnson City, TN

1 Disclosure

Regina Cornelio is a registered investment advisor at Altitude Capital Management LLC, based in Johnson City, TN, with 1 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.

Altitude Capital Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

295 clients

Average Client Portfolio

$167K average

Assets Under Management

$49.4M

Fee Structure

Investment management only (planning not offered)

Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.

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Location

2700 S Roan Street Suite 410, Johnson City, TN, 37601

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History

Regulatory History (1)

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Financial

March 2021

Final

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Employment History

Current Registrations

Altitude Capital Management LLC

October 2024 - Present · 1 yr 7 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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