EC
EC

Elijah Cunningham

30 Years of Experience
Little Rock, AR

Elijah Cunningham is a registered investment advisor at Valuepoint Partners, INC., based in Little Rock, AR, with 30 years of industry experience. Elijah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$15.4M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$375

Valuepoint Partners charges an annual fee based on a percentage of the value of your portfolio. The specific fee is set forth in your Investment Advisory Agreement. While there are no account minimums for new accounts, the fees generally will not exceed the greater of $375.00 or .25% of 1.0% quarterly. The minimum quarterly billing for new accounts of a lesser market value is the greater of 1% annualized billed quarterly at a rate of .25% of 1% or at a minimum fee of $375.00 paid quarterly. Fees are negotiable at Valuepoint's discretion.

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Location

Prospect Building, 1501 N. University, Ste. 760, Little Rock, AR, 72207-5238

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Valuepoint Partners, INC.
April 1995 - Present · 31 yrs 1 mo
Previous Registrations
Valuepoint Partners, INC.
April 1995 - December 2002 · 7 yrs 8 mos
State Registrations1 state
AR
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.
Elijah Cunningham - Financial Advisor | TrueAdvisor