Matthew Curfman
Matthew Curfman is a CFP-designated registered investment advisor at Richmond Brothers, INC., based in Jackson, MI, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 708 clients with $240M 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 $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Beacon Capital Management charges separate fees ranging up to 0.40% annually with a $100 minimum annual fee. Total annual advisory fee will not exceed 1.75%.
Fee Estimator
Location
3568 Wildwood Avenue, Jackson, MI, 49202
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Matthew has an independent fixed insurance business selling life and fixed annuities, dedicating a few hours per week. He also serves as Chief Volunteer Officer on the Jackson YMCA Board of Directors, spending minimal time, and is a Managing Member of RBI PI Manager, LLC, a private fund manager, spending about a quarter of his time on this activity during trading hours.
Employment History
Current Registrations
Richmond Brothers, INC.
State Registrations5 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.