Patrick Cunningham is a CFP-designated registered investment advisor at William Mack & Associates INC, based in Troy, MI, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 965 clients with $1B 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 | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees are negotiable based on account size and client circumstances.
Fee Estimator
Location
1301 West Long Lake Road, Suite 265, Troy, MI, 48098
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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
Patrick is involved in tax planning, preparation, and business consulting as a member of Cunningham & Associates Advisory Services, PLLC.
Employment History
Current Registrations
William Mack & Associates INC
Previous Registrations
Cunningham & Associates, LLC
State Registrations1 state
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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