Howard Cunningham
Howard Cunningham is a registered investment advisor at Cunningham Investment Management, LLC, based in Reno, NV, with 23 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cunningham Investment Management charges an annual fee ranging from 0.50% to 1.85% of the value of your portfolio. This includes both an advisory fee (up to 1.25%) and a management fee (up to 0.60%) for the investment strategies selected. The fee is calculated quarterly, based on the portfolio's value at the end of the previous quarter. You can end the agreement at any time without penalty.
Location
9190 Double Diamond Parkway, Suite 135, Reno, NV, 89521
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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
Algorithmic Solutions, Inc., an affiliate of Cunningham Investment Management, LLC (CIM), is majority owned by Howard. The company holds sole ownership and leasing rights for the proprietary software technologies used to assist with the implementation of CIM's advisory services and programs.
Employment History
Current Registrations
Cunningham Investment Management, LLC
Previous Registrations
Cunningham Investment Management, LLC
Cunningham Asset Management, LLC
State Registrations3 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.