PC
PC

Paige Cunningham

3 Years of Experience
Cartersville, GA
1 Disclosure

Paige Cunningham is a registered investment advisor at Foundations Investment Advisors LLC, based in Cartersville, GA, with 3 years of industry experience. Paige 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 25,166 clients with $7.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
290 advisors
Number of Clients
25,166 clients
Average Client Portfolio
$285K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$150
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

162 W. Main Street, Suite 307, Cartersville, GA, 30120

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History

Regulatory History (1)
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Judgment / Lien
June 2025
Other Business Activities

Paige is a co-owner of Cunningham Group LLC, a family holding company established in 2018 to own real estate and business entities. She dedicates a few hours per week to this non-investment related business.

Employment History
Current Registrations
Foundations Investment Advisors LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Bankers Life Securities, INC.Broker
January 2017 - September 2018 · 1 yr 8 mos
Country Capital Management CompanyBroker
August 2016 - October 2016 · 2 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.