Cornell Pochily Investment Advisors provides investment management, comprehensive financial planning, consulting, and tax preparation services to individuals, pension plans, trusts, and business entities. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds based on each client's specific goals, risk tolerance, and time horizon. Portfolios are managed primarily on a discretionary basis, meaning Cornell Pochily makes trades on the client's behalf without needing prior approval for every transaction. In addition to investment management, Cornell Pochily helps clients navigate retirement planning, personal budgeting, basic estate planning, and tax preparation. The firm also offers consulting for self-directed retirement plans and insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee varies up to 1.25% depending on the market value of assets under management and the type of investment services rendered. Fees are negotiable.