Jeff Currie
Jeff Currie is a registered investment advisor at Elevated Capital Advisors, LLC, based in Homedale, ID, with 14 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,007 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by advisor and program, with total advisory fees not exceeding 2.25% of assets under management. Administration fees range from 0.25% to 0.75%, and advisor fees range up to 1.75% depending on the portfolio type.
Fee Estimator
Location
Homedale, ID
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1997Other Business ActivitiesSells Insurance
Jeff sells fixed insurance through Currie Financial Group, dedicating about half his time. He also serves in the US Army Reserves, spends minimal time as Treasurer for the Idaho Jaycee Senate Foundation, and is an employee of American Pacific Mortgage, where he teaches classes on reverse mortgages.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Galileo Financial Advisors, LLC
Global Financial Private Capital, LLC
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.