William
Cunningham
Saxony Capital Management, LLC
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About this Advisor
William Cunningham is a financial advisor based in Lincolnshire, Illinois, working with Saxony Capital Management, LLC. William has previously held positions at Foresight Investments LLC, Usa Financial Securities, Saxony Securities, and Saxony Capital Management. William has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, William is part of Saxony Capital Management, LLC, which operates out of Lincolnshire, Illinois. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Cunningham Work History
Saxony Securities
Saxony Capital Management
Usa Financial Securities
Foresight Investments LLC
Disclosures
Please visit the SEC profile of William Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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