Daniel Cunningham
Daniel Cunningham is a registered investment advisor at Cunningham Wealth Management, based in Broadview Heights, OH, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cunningham Wealth Management's investment management fees are based on a percentage of the value of your portfolio, typically no more than 1.5% per year, paid quarterly. The specific fee is identified in your contract and may be negotiable based on factors like complexity and assets managed.
Location
60 Eagle Valley Court, Broadview Heights, OH, 44147
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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
Daniel works as a business developer for Cunningham & Associates, CPAs, Inc., receiving 10% of new revenues in the first year. This activity is not investment-related.
Employment History
Current Registrations
Cunningham Wealth Management
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.