Curtis Cone
Curtis Cone is a registered investment advisor at Cone Advisory Group, INC., based in Ayden, NC, with 38 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 208 clients with $17M 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 $1.0M | 1.15% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
556 Third Street, Ayden, NC, 28513
Get directionsHistory
Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Curtis is a managing member of CCGJ, LLC and Pine Cone Holdings, LLC, and co-owner of RI-CON Properties, LLC, all real estate holding companies. He also owns C2 Farms, LLC and is a licensed insurance agent, dedicating about half his time to insurance activities.
Employment History
Current Registrations
Cone Advisory Group, INC.
Previous Registrations
Cone Advisory Group, INC
Alphastar Capital Management, LLC
Symmetry Partners
The Journeys Group
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations1 state
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.