Curtis Rose is a registered investment advisor at Curtis C. Rose & Associates, based in Aurora, CO, with 27 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.00% |
| $10K - $500K | 3.00% |
| $500K+ | 1.50% |
All fees are negotiable.
Fee Estimator
Location
Aurora, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Curtis C. Rose & Associates
State Registrations2 states
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