Curt Stauffer is a registered investment advisor at Mcm Wealth, based in Lancaster, PA, with 18 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 85 clients with $170M 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 | 1.10% |
Annual fees range from 1.10% down to 0.60% based on household assets under management, with breakpoints specified in the Client Agreement. Fees are negotiable at the firm's discretion in extraordinary circumstances.
Fee Estimator
Location
1853 William Penn Way Ste 9, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (8)
Customer Dispute
July 2025Customer Dispute
August 2024Customer Dispute
October 2021Customer Dispute
July 2021Customer Dispute
September 2020Customer Dispute
September 2020Customer Dispute
September 2020Customer Dispute
May 2020Employment History
Current Registrations
Mcm Wealth
Cs Planning CORP
Previous Registrations
Coastal Investment Advisors
Ehd Advisory Services, INC.
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.
Exams
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