Cornell Capital Management

Fee-Only (% of Portfolio)

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.

Assets Under Management$22M
Clients9
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$22M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

All fees are flexible and negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Cornell Capital Management | TrueAdvisor