Curtis Robertson
Curtis Robertson is a registered investment advisor at Integrated Investment Strategies,inc., based in Indianapolis, IN, with 35 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, Insurance Planning, and 3 more. Their firm serves 103 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Investment Strategies (IIS) offers two investment management packages:
Integrated Package: Fees are based on a percentage of your portfolio's value.
- $0 to $250,000: 2.50% per year
- $250,001 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $2,000,000: 1.00% per year
- $2,000,001 to $4,000,000: 0.50% per year
- Over $4,000,001: 0.25% per year
Investment Package:
- New Client Account Setup Fee: $750
- Under $500,000: 0.50% per year
- $500,000 to $1,000,000: 0.40% per year
- Over $1,000,000: 0.35% per year
Discounts and group rates may be available.
Location
9465 Counselor's Row, Suite 200, Indianapolis, IN, 46240
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
Curtis owns rental property in Westfield, Indiana since 2017. He spends minimal time collecting rent and maintaining the property.
Employment History
Current Registrations
Integrated Investment Strategies,inc.
Previous Registrations
Securities America, INC.Broker
Aurora SecuritiesBroker
Royal Alliance Associates, INC.Broker
Ffp Securities, INC.Broker
Chubb Securities CorporationBroker
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.