James Davis is a registered investment advisor at Cunningham Wealth Management, based in Broadview Heights, OH, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, High Net Worth, and 5 more. Their firm serves 184 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are typically no more than 1.5% of assets under management and are negotiable on a client-by-client basis.
Fee Estimator
Location
60 Eagle Valley Court, Broadview Heights, OH, 44147
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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
James is involved with Cunningham and Associates, a local public accounting firm. The filing does not specify his role or time commitment.
Employment History
Current Registrations
Cunningham Wealth Management
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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