William Curtin is a CFP-designated registered investment advisor at Curtin Financial Management, INC., based in Wellesley, MA, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $74M 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 $250K | 1.00% |
| $250K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
CFMI retains the discretion to reduce or waive account minimums, and/or advisory fees. Client facts, circumstances and needs are considered in determining the fee schedule.
Fee Estimator
Location
One Hollis Street, Suite 103, Wellesley, MA, 02482
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Regulatory 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 →Employment History
Current Registrations
Curtin Financial Management, INC.
State Registrations3 states
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