Glenn Cunningham
Glenn Cunningham is a CFP-designated registered investment advisor at Gc Asset Management, based in Temecula, CA, with 25 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $2.8M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.70% |
Fees may be negotiable at the discretion of the Advisor. GC Asset may also earn a performance fee of 10% of any gains in the client account during the year and 20% total for gains that are 20% or more during the year for qualified clients.
Fee Estimator
Location
43537 Ridge Park Dr, Suite 100, Temecula, CA, 92590
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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 ActivitiesSells Insurance
Glenn is the founder/president of RLX Enterprises, LLC, providing strategic planning and marketing consulting, dedicating about a quarter of his time. He is also the founder/president of AIROPTIONS Aviation, LLC, a private air charter business, spending about 10-20% of his time, and an Action Officer in the US Marine Corps, spending approximately 60 hours per month. Glenn is also a licensed insurance professional, dedicating minimal time to this activity.
Employment History
Current Registrations
Gc Asset Management
Previous Registrations
Brokersxpress LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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