Shana Curtis is a registered investment advisor at &partners, based in Bel Aire, KS, with 25 years of industry experience. Shana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
Bel Aire, KS
Get directionsHistory
Regulatory History (1)
Financial
May 2017Other Business Activities
Shana is a sales representative for One Hope, selling wine online, and a beauty associate for Celesty. She also works as a travel agent for Crazy About Vacations, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
&partnersBroker
&partners
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations26 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.