Curtiss Scott is a CFA-designated registered investment advisor at Todd Asset Management LLC, based in Louisville, KY, with 29 years of industry experience. Curtiss operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 71 clients with $6.2B 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 $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates shown are for the Balanced strategy. Other strategies charge flat percentages: Large Cap Value Intrinsic and Global Intrinsic Value Equity Income charge 0.60%; International Intrinsic Value, Intrinsic Value Opportunity, Intrinsic Value Opportunity 15, and International Intrinsic Value Opportunity charge 0.80%. Wrap program management fees range from 0.40% to 0.65%, and model portfolio fees range from 0.25% to 0.40%. Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
101 South 5th Street, Suite 3160, Louisville, KY, 40202
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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
Todd Asset Management LLC
Previous Registrations
Todd Investment Advisors, INC.
State Registrations2 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.
Exams
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