William Cunningham is a CFP, ChFC-designated registered investment advisor at Pinnacle Advisors, based in Mansfield, OH, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,011 clients with $1.9B 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 $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable. Clients subject to an annual minimum fee could pay a higher percentage annual fee. The first $500,000 of the above fee schedule will be 0% rather than 1.40% for Lifetime | Ascent™ Program clients.
Fee Estimator
Location
6 West 3rd St., Ste 100, Mansfield, OH, 44902
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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.
Learn about disclosures →Other Business Activities
William officiates/referees competitive rowing events, promoting community excellence and the development of future Olympic champions. This activity is not investment-related.
Employment History
Current Registrations
Pinnacle Advisors
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
Hancock Investment Services, INC.Broker
Hancock Investment Services, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Farm Vp Management CORP.Broker
Planco Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fahnestock & CO., INC.Broker
Nylife Securities INC.Broker
State Registrations2 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.