Dennis Mccurdy
Dennis Mccurdy is a CFP-designated registered investment advisor at Mccurdy & Andrew Investments, LLC, based in Sturbridge, MA, with 37 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 104 clients with $25M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
212 Main Street, Sturbridge, MA, 01566
Get directionsHistory
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 ActivitiesSells Insurance
Dennis is the president and 100% owner of Dennis A. McCurdy Insurance Agency, selling fixed insurance (taking about half of his time). He also co-owns and operates Green Acres Antique Market, provides tax preparation and accounting services, runs personal growth workshops, is an author, and owns the branch office building.
Employment History
Current Registrations
Mccurdy & Andrew Investments, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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