Abelardo Curdumi is a CFP-designated registered investment advisor at 5th Street Advisors, LLC, based in Southport, CT, with 19 years of industry experience. Abelardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 222 clients with $520M 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% |
Maximum annual fee is 1.00%. Financial planning is complementary for investment management clients who meet the minimum portfolio value.
Fee Estimator
Location
107 John Street, Southport, CT, 06890
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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
Abelardo is a managing member of Alba Properties LLC, a real estate holding company in Connecticut, and a limited partner/passive owner in Westchester Custom Builders, LLC, a real estate development and management company in New York. He is also a passive owner in 27-37 Associates, LLC, a real estate holding company in New York, dedicating minimal time to each of these activities.
Employment History
Current Registrations
5th Street Advisors, LLC
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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