Michael Allen Curley

Rockport Wealth Advisors

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning

Rockport Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,312 clients

Average Client Portfolio

$433K average

Assets Under Management

$568.7M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $1.0M	1.00%
$1.0M - $5.0M	0.75%
$5M+	0.50%

The fees are charged based on a flat percentage using account value, as opposed to a tiered rate. The agreed upon fee schedule will be established in the Advisor’s Client Agreement. Fees are paid monthly in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Cincinnati, OH

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History

Regulatory History (1)

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Criminal

January 1972

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael is the owner of an insurance brokerage, selling life, disability, and long-term care insurance, dedicating minimal time to this activity. He also works full-time as a registered investment advisor (RIA) at Rockport Wealth Advisors.