T. Cunningham is a registered investment advisor at Magnolia Capital Management, based in Cold Spring, NY, with 4 years of industry experience. T. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 62 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magnolia Capital Management's annual fees for investment management are based on the size and composition of your account, ranging from 0.5% to 1.5% per year, charged quarterly. The minimum annual account fee is $500. Fees vary based on whether the account is fully discretionary and simple, or non-discretionary and/or complex. Accommodation accounts for family descendants under 21 have a flat rate of $100 per quarter.
Location
55 Chestnut Street, Suite 5, Cold Spring, NY, 10516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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T. serves as a non-executive Director and Member of the Risk Committee of the Board for M&T Bank Corporation. This requires a few hours per week during business hours and minimal time outside of trading hours.
Employment History
Current Registrations
Magnolia Capital Management
State Registrations1 state
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