Anne Cornelius, CPA, P.C. refers clients to third-party money managers for investment management services. Anne Cornelius, CPA, P.C. helps clients identify their risk tolerance and investment objectives and recommends third-party money managers based on those needs. Anne Cornelius, CPA, P.C. acts as a communication conduit between the client and the third-party money manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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%.
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