Cornell Capital Management | Financial Advisor in Clarence Center ,NY

6020 Fairlane Drive
Clarence Center, NY 14032

Peace of mind through the creation & preservation of wealth


About

Cornell Capital Management, based in Buffalo, New York, is a private investment management company. Founded in 1991, Cornell Capital Management custom designs investment portfolios for small to mid size companies and high net worth individuals in the US and abroad.
During the past 16 years Cornell capital Management has been recognized by Reuters as one of the Top Investment Advisors of 2008, by Morningstar as a 5 star rated investment advisor, by Nelsons Directory of Investment Advisors as one of the Top Investment Advisors in the World, by Money Manager Review as one of the Top Investment Advisors in The US, and by On Wall Street Magazine as one of the Top 50 Investment Advisors in the US.

32 Years of Experience



General Information
Firm Start Year:   1991
No.of Employees:   5-9
Name of Broker/Dealer:   Charles Schwab Institutional
States Licensed in:   NY
Number of Years with Current Firm:   17
Work Experience:   Former General Electric manager; worked with Jack Welsh/GE Corporate Headquarters. Cornell Capital Management President and CEO for 17 years.
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Stocks , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


Qualifications & Memberships
Non-Financial Organization Memberships:   President, Clarence Chamber of Commerce
Chairman, Clarence Industrial Development Agency


Firm Information
Advisor's Number of Clients:   35
Advisor's Number of Managed Clients:   35
Advisor's Number of Planning Clients:   0
Assets Managed by Advisor:   $20,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.5%
Additional Details on Charges:   $100,000-$250,000 2.5%
$250,000-$1,000,000 1.5%
$1,000,000-$3,000,000 1.0%
$3,000,000-$5,000,000 .95%
Minimum Fee Charged for Managed Accounts:   $2,500



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. Please call for details at (716)741-0149.
David Hartzell

David Hartzell

Office Hours

Mon. 9:00 AM - 9:00 PM
Tue. 9:00 AM - 9:00 PM
Wed. 9:00 AM - 9:00 PM
Thu. 9:00 AM - 9:00 PM
Fri. 9:00 AM - 5:00 PM
Sat. 9:00 AM - 5:00 PM

Compensation Arrangements

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