Matthew Curley
Matthew Curley is a registered investment advisor at Excelsior Advisor Network LLC, based in Denver, CO, with 35 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Excelsior Advisor Network charges an annual fee based on the value of your portfolio, not to exceed 1.75%. The fee is calculated based on the value of your portfolio on the last business day of the preceding month and may be billed monthly or quarterly, in arrears or in advance. A minimum account size of $500,000 may apply, but this may be waived at the representative's discretion. For new clients, Excelsior may pay certain transaction charges for up to 180 days to help with the transition.
Location
Denver, CO
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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 ActivitiesSells Insurance
Matthew is the CEO/Wealth Advisor at Excelsior Capital Group and owner of Excelsior Wealth Management LLC, spending nearly full-time on these investment-related activities. He also owns an Airbnb property, requiring minimal time, and is a Registered Representative at The Leader Group to facilitate brokerage business, mainly variable annuities.
Employment History
Current Registrations
Xcelsior Advisor Partners LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Excelsior Wealth Management LLC
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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.