Leo Cunningham is a CFP-designated registered investment advisor at Main Street Financial, based in Purchase, NY, with 12 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 98 clients with $71M 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 $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K - $800K | 0.80% |
| $800K - $1.3M | 0.60% |
| $1.3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
2500 Westchester Ave, Suite 107, Purchase, NY, 10577
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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
Leo works as an on-call flight simulator instructor for CAE Inc. since 2018 and as an on-call pilot for Clay Lacey since 2020. These activities are not investment-related.
Employment History
Current Registrations
Main Street Financial
Previous Registrations
Main Street Financial
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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