Stephanie Cunningham is a registered investment advisor at Carmel Capital Partners, LLC, based in San Diego, CA, with 3 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carmel Capital Partners charges an annual fee based on the value of your investments, ranging from 0.60% to 1.50%. The fee is determined by the type and complexity of your account. The fee is billed quarterly in advance or monthly in arrears, depending on the custodian. Fees may be negotiable. They may also charge a performance-based fee to certain qualified clients.
Location
12760 High Bluff Drive, Suite 210, San Diego, CA, 92130
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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
Stephanie operates a notary business, providing notary services. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Carmel Capital Partners, LLC
Previous Registrations
D. M. Brenner, INC.
Beta Wealth Group, INC
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.