Cornell Capital Management is an investment advisory business that helps high net worth investors manage portfolios of conservative, blue chip investments in large, mid, and small cap stocks and ETFs listed on the NYSE or NASDAQ. They tailor each portfolio to the client's needs, offering options like aggressive, conservative, or socially conscious portfolios. All accounts are managed on a discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
All fees are flexible and negotiable.