Curt Fritsch is a registered investment advisor at Crf Financial Group, based in Indianapolis, IN, with 21 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum management fee. The fee schedule is set forth in the Interlocal Agreement.
Fee Estimator
Location
9247 N. Meridian St., Suite 125, Indianapolis, IN, 46260
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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 →Other Business Activities
Curt is a silent partner in MBS Group, Inc., an import/export business for the billiard industry, since 2000. He spends a few hours per week discussing sales and the company's financial condition, and serves as the secretary.
Employment History
Current Registrations
Crf Financial Group
Previous Registrations
Crf Advisors
Crf Financial Group
State Registrations1 state
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