Curtis Habsieger
Curtis Habsieger is a registered investment advisor at Cgr Financial, based in Henderson, NV, with 23 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 33 clients with $5.3M 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 | 2.50% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 2.00% |
| $2M+ | 1.50% |
Clients will not be charged a total management fee over the 3% industry average. For accounts that utilize the services of another registered investment advisor for asset management (sub-advisory) services, there is no additional advisory fee to the Client.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Curtis is an independent insurance agent in Rolling Hills Estate, CA, holding insurance licenses and selling insurance products. This activity takes a few hours per week.
Employment History
Current Registrations
Cgr Financial
Previous Registrations
Westpark Capital, INC.
Westpark Capital, INC.Broker
Newport Coast Securities, INC.Broker
Newport Coast Asset Management
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Edward Jones
Edward JonesBroker
Tradeway Securities Group, INC.Broker
Painewebber IncorporatedBroker
Chatfield Dean & CO., INC.Broker
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.