Sally Lieb is a CFP, ChFC-designated registered investment advisor at Curated Wealth Solutions, LLC, based in Denver, CO, with 30 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 43 clients with $34M 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 $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.83% |
Fees are generally negotiable. FPAS charges an additional administrative fee of 0.30% for accounts managed through their Turnkey Asset Management Program.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Curated Wealth Solutions, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
NFP Advisor Services, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Linsco/private Ledger CORP.Broker
Ing America Equities, INC.Broker
State Registrations3 states
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