Corey Cunningham
Corey Cunningham is a registered investment advisor at Clearwave Capital, based in Upland, CA, with 8 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 314 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearwave Capital offers two investment management services:
- Comprehensive Portfolio Management: Includes asset management and financial planning or consulting. The annual fee will not exceed 2.00%.
- Asset Management: A portfolio is created consisting of various securities. The annual fee will not exceed 2.00%.
Fees are billed quarterly in advance and are negotiable. For accounts managed through American Funds, the advisory fee ranges from 0.25% to 1.00% annually, calculated and debited quarterly in arrears. These fees are non-negotiable. A $10 setup fee and a $10 annual fee also apply to these accounts.
Location
1425 West Foothill Blvd, Suite 120, Upland, CA, 91786
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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 →Employment History
Current Registrations
Clearwave Capital
Previous Registrations
Secfi Securities, LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 states
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.