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Curtis Minks

Woodstock Wealth Management, INC.
26 Years of Experience
Lawrenceville, GA
2 DisclosuresSells Insurance
View SEC Summary
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Curtis Minks is a registered investment advisor at Woodstock Wealth Management, INC., based in Lawrenceville, GA, with 26 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lawrenceville, GA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2001
Customer Dispute
June 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Curtis is the 100% owner of Lotus Positions LLC, an entity used to pay office expenses for Woodstock Wealth Management, dedicating minimal time. He also owns Lotus Positions Business Development LLC, where he offers and consults on non-securities insurance, also dedicating minimal time.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
St. Bernard Financial Services, INC.Broker
January 2022 - December 2022 · 11 mos
Woodstock Financial Group, INC.
April 2016 - November 2018 · 2 yrs 7 mos
Woodstock Financial Group, INC.Broker
April 2016 - December 2019 · 3 yrs 8 mos
Kovack Advisors, INC.
December 2014 - March 2016 · 1 yr 3 mos
Kovack Securities INC.Broker
October 2014 - December 2015 · 1 yr 2 mos
Resource Horizons Investment Advisory, INC.
October 2010 - December 2014 · 4 yrs 2 mos
Resource Horizons Group LLCBroker
October 2010 - October 2014 · 4 yrs
Money Concepts Capital CORP
March 2010 - September 2010 · 6 mos
Money Concepts Capital CORPBroker
March 2010 - September 2010 · 6 mos
Invest Financial Corporation
October 2005 - October 2008 · 3 yrs
Invest Financial CorporationBroker
October 2005 - October 2008 · 3 yrs
Colony Park Financial Services LLC.Broker
May 2003 - September 2004 · 1 yr 4 mos
Interfirst Capital CorporationBroker
October 2001 - March 2002 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1999 - July 2001 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
November 1998 - December 1999 · 1 yr 1 mo
Painewebber IncorporatedBroker
January 1998 - September 1998 · 8 mos
Thomas F. White & CO., IncorporatedBroker
January 1996 - January 1998 · 2 yrs
State Registrations2 states
ALGA
Advisor

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
No exam information available for this advisor.
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