Michael Curtis is a registered investment advisor at Cornerstone Investment Services, based in Providence, RI, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 86 clients with $53M 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 $500K | 2.00% |
| $500K - $750K | 1.95% |
| $750K - $1000K | 1.70% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.40% |
| $5M+ | 1.35% |
These Investment Advisor Supervisory Fees are negotiable.
Fee Estimator
Location
245 Waterman Street, Suite 301, Providence, RI, 02906
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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
Michael is an advisory representative for Cornerstone, a registered investment advisor. This activity is investment-related.
Employment History
Current Registrations
Cornerstone Investment Services
Previous Registrations
Vestech Securities, INC.Broker
Cornerstone Investment Services
Cantella & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 states
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.