Terrence Cunningham is a registered investment advisor at Scala Capital LLC, based in Frisco, CO, with 39 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 403 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Certain clients may be charged fees lower than those stated and will be negotiated on a case-by-case basis. If you have a net worth greater than $2,200,000 or Scala manages at least $1,000,000 of your assets, you may pay a performance-based fee. In such cases, you will pay a combination of an asset-based fee ranging up to 1.50% per year and an annual performance fee of a maximum of 20% per year, charged on a quarterly basis.
Fee Estimator
Location
Frisco, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Terrence is involved in business development and commercial lending with Clarion Street Advisors, dedicating a few hours per week. He also works as a Senior Wealth Advisor for CMG Capital Management Group, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Scala Capital LLC
Integral Wealth Securities LLC
Integral Wealth Securities LLCBroker
Previous Registrations
Cmg Capital Management Group, INC.
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Dws Scudder Distributors, INC.Broker
Deutsche Investment Management Americas INC.
Fisher Investments,inc.
Brill Securities, INC.Broker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Zurich Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
John Nuveen & CO., IncorporatedBroker
Federated Securities CORP.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.