Curtis Sathre
Curtis Sathre is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 31 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
January 2010Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Curtis is the president of Curtis J. Sathre III Inc., a holding company for tax filing consolidation, dedicating about 10-20% of his time. He is also an agent for Asset Marketing Systems Insurance Services, selling life insurance and fixed indexed annuities, also dedicating about 10-20% of his time, and a real estate agent for Money Wise Investments, spending a few hours per week referring potential real estate clients.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
Western Financial Advisors
Wfp SecuritiesBroker
State Registrations6 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.