Courtney Curtis
Courtney Curtis is a registered investment advisor at Crossmark Global Investments, INC., based in Houston, TX, with 24 years of industry experience. Courtney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 7,902 clients with $9B 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 | 1.00% |
Fees vary by account type and program, ranging from 0.20% to 1.00% for standard individual accounts and 0.075% to 0.20% for institutional accounts over $1M. Employee accounts may be charged as low as 0.05%.
Fee Estimator
Location
9753 Katy Freeway, Suite 200, Houston, TX, 77024
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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
Courtney's husband operates Tritis Wealth Management, an investment-related business, since 2009. Courtney's interest is passive and requires minimal time commitment.
Employment History
Current Registrations
Crossmark Global Investments, INC.
Crossmark Distributors, INC.Broker
Previous Registrations
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
State Registrations1 state
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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