Cunningham Wealth Management offers continuous investment advice and portfolio management tailored to each client's specific goals, time horizon, risk tolerance, and tax considerations. Portfolios can be managed on a discretionary or non-discretionary basis, using a wide range of securities including exchange-listed stocks, bonds, mutual funds, exchange-traded funds, options, real estate and oil/gas partnerships, alternative investments, hedge funds, and annuities. Additionally, Cunningham Wealth Management provides a program for selecting and monitoring third-party independent registered investment advisors. Financial planning services are also available to existing investment management clients as a comprehensive evaluation of their current and future financial status covering personal records, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are typically no more than 1.5% of assets under management and are negotiable on a client-by-client basis.