CP
CP
Curtis Purington is a registered investment advisor at Fiduciary Wealth, based in Bloomington, MN, with 42 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 66 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$228K average
Assets Under Management
$15.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee may be negotiable under special circumstances. Accounts within the same household may be combined for a reduced fee, at the discretion of Fiduciary Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3800 American Boulevard West, Suite 1500, Bloomington, MN, 55431
Get directionsHistory
Regulatory History (3)
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Regulatory
December 2012Final
Employment Separation After Allegations
August 2010Customer Dispute
April 2001Settled
Employment History
Current Registrations
Fiduciary Wealth
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Oppenheimer & CO. INC.
August 2010 - August 2012 · 2 yrs
Oppenheimer & CO. INC.Broker
August 2010 - August 2012 · 2 yrs
Wells Fargo Investments, LLC
April 2005 - August 2010 · 5 yrs 4 mos
Wells Fargo Investments, LLCBroker
July 2002 - August 2010 · 8 yrs 1 mo
U.S. Bancorp Piper Jaffray INC.Broker
April 1989 - July 2002 · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1982 - April 1989 · 6 yrs 7 mos
State Registrations2 states
MNTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.