Glenn Cunningham
Glenn Cunningham is a registered investment advisor at Cunningham Wealth Management, based in Broadview Heights, OH, with 26 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
60 Eagle Valley Court, Broadview Heights, OH, 44147
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is a CPA and sells traditional life insurance and fixed annuities, as well as arranging life settlements for clients, dedicating minimal time to this. He also serves on the board of directors for Voss Industries and American Roll Formed Products, and is a trustee for Bellevuew United Selective Fund, Kraak Charitable Foundation, and Robert Birr Scholarship Foundation; Glenn is also involved in renting/leasing and/or managing commercial and/or residential real estate through Speakers Lane, LLC.
Employment History
Current Registrations
Cunningham Wealth Management
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations2 states
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