Cunningham Wealth Management (CWM) offers investment management and financial planning services. CWM creates personalized investment plans based on your goals, risk tolerance, and financial situation. CWM also offers financial planning services to existing investment management clients, covering areas like retirement, taxes, insurance, and estate planning. CWM also helps clients select and monitor third-party money managers.
Assets Under Management$84M
Clients185
Advisors4
Avg. per Client$460K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
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.
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