Curtis Sathre
Curtis Sathre is a registered investment advisor at Quincy Wells Advisors, LLC, based in Oceanside, CA, with 32 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 247 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quincy Wells Advisors tailors its investment management fees to each client, offering options that include percentage of portfolio assets, hourly charges, flat fees, or a combination. Fees are generally billed in advance based on the average daily balance of the account, though initial monthly fees are billed in the following month. The firm notes that total annual compensation, when combined with transaction-based or affiliate fees, generally does not exceed 2.5%. There are no mandatory minimum account sizes or minimum annual fees required to work with the firm.
Location
Oceanside, CA
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2026Customer Dispute
March 2026Customer 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
Quincy Wells Capital, LLC
Quincy Wells Capital, LLCBroker
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
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.
Exams
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