How does the advisor help clients – Key Takeaways:
Cunningham & Associates, LLC is a financial advisory firm that provides comprehensive and personalized financial planning services to individuals and families. With a team of experienced and knowledgeable advisors, they strive to help clients achieve their financial goals and secure their financial future.
- Full range of financial planning services
- Personalized and tailored approach
- Focus on long-term financial goals
- Committed to providing unbiased advice
Facts and Insights
Cunningham & Associates, LLC was founded in 1995 and has been in business for over 25 years. They currently have a team of 10 advisors and manage over $500 million in assets for their clients. With a strong track record of success and a team of experts, they are well-equipped to provide sound financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1995 | 10 | $500 million |
Financial Services Offered
Cunningham & Associates, LLC offers a full range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
Cunningham & Associates, LLC serves a diverse range of clients, including high net-worth individuals, young professionals, and families. They understand that each client has unique financial needs and goals, and they tailor their services to meet these specific needs.
Fees & Compensation
Cunningham & Associates, LLC is a fee-only advisory firm, which means they do not earn commissions from the sale of financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ best interests. They are committed to transparent and fair pricing for their services.
Background
Cunningham & Associates, LLC was founded by John Cunningham, who has over 30 years of experience in the financial industry. He has built a skilled team of advisors who bring a wealth of knowledge and expertise to the firm. Their commitment to ongoing education and staying abreast of industry trends allows them to provide their clients with the most up-to-date and knowledgeable advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cunningham & Associates, LLC has a fiduciary duty to act in their clients’ best interests. This means they are legally obligated to provide unbiased and suitable advice to their clients. They also have a strict code of ethics and disclosure policies in place to ensure transparency and protect their clients’ interests.
In conclusion, Cunningham & Associates, LLC is a reputable and experienced financial advisory firm that is dedicated to helping clients achieve their financial goals. With a range of services, a team of experts, and a commitment to transparency and fair pricing, they are a top choice for individuals and families seeking financial guidance.