John Leverett is a registered investment advisor at Cunningham Investment Management, LLC, based in Phoenix, AZ, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cunningham Investment Management charges an annual fee ranging from 0.50% to 1.85% of the value of your portfolio. This includes both an advisory fee (up to 1.25%) and a management fee (up to 0.60%) for the investment strategies selected. The fee is calculated quarterly, based on the portfolio's value at the end of the previous quarter. You can end the agreement at any time without penalty.
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a consultant for Pinnacle Accounting and Finance, providing accounting and finance consulting services since 2018. This takes about 10-20% of his time overall, with a few hours per week during trading hours.
Employment History
Current Registrations
Cunningham Investment Management, LLC
State Registrations1 state
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