Calum Cunningham
Calum Cunningham is a registered investment advisor at Silicon Private Wealth, LLC, based in Fremont, CA, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $180M 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 $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
Fremont, CA
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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
Silicon Private Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Viant Capital 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.