Terrence Cunningham is a registered investment advisor at Scala Capital LLC, based in Frisco, CO, with 39 years of industry experience. Terrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. 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% |
Fees may be negotiated on a case-by-case basis. Certain qualified clients may also pay performance-based fees of up to 20% per year.
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.
Exams
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