Reagan Curl is a registered investment advisor at Networth Financial Services, LLC, based in Johns Creek, GA, with 25 years of industry experience. Reagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 105 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.60% |
Fees negotiable for accounts over $7,000,000.
Fee Estimator
Location
11255 Parsons Road, Suite 200, Johns Creek, GA, 30097
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Reagan provides tax preparation services through NetWorth Financial Services, an RIA. This activity takes about 10-20% of Reagan's time, including during securities trading hours.
Employment History
Current Registrations
Networth Financial Services, LLC
Previous Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Midamerica Financial Services, INC.Broker
MML Investors Services, INC.Broker
MML Distributors, LLCBroker
Allianz Life Financial Services, LLCBroker
Princor Financial Services CorporationBroker
Invesco Services, INC.Broker
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.