David Sean Cunningham
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
KCIA charges fees based on a percentage of assets under management. For individual accounts, the fee is 2.00% on the first $1,000,000, 1.50% on amounts between $1,000,000 and $5,000,000, and 1.25% on amounts over $5,000,000. These fees are negotiable. For institutional retirement accounts, fees range from 1.250% to 0.500% depending on the asset range. KCIA generally requires a minimum investment of $50,000, but may waive this requirement. They also charge hourly fees for project-specific work, ranging from $100 to $300 per hour. Financial planning fees are $250 per hour or a fixed fee between $1,500 and $3,000.
Areas of Practice
Advisor Information
Office location
Wilmette, IL
Get directionsRegulatory 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
David is a registered investment advisor with Kingsbury Capital Investment Advisors, dedicating nearly full-time hours to this role. He also works as a consultant for Tangram Solutions, LLC, a financial tech firm, spending a few hours per week and offering retirement income insurance products.