Ryan Adams is a registered investment advisor at Cunningham Investment Management, LLC, based in Reno, NV, with 16 years of industry experience. Ryan 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.
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Ryan is the President of Adams Advisory Services, a business consulting firm, dedicating about 10-20% of his time. He also serves as Secretary and Treasurer for both Algorithmic Solutions, Inc. and Intelligent Financial, Inc., spending minimal time on each for accounting and administrative tasks.
Employment History
Current Registrations
Cunningham Investment Management, LLC
Previous Registrations
Cunningham Investment Management, LLC
State Registrations2 states
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