James Davis is a registered investment advisor at Cunningham Wealth Management, based in Broadview Heights, OH, with 17 years of industry experience. James 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.
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James is involved with Cunningham and Associates, a local public accounting firm. The filing does not specify his role or time commitment.
Employment History
Current Registrations
Cunningham Wealth Management
State Registrations1 state
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