Kurt Schliemann is a registered investment advisor at Painted Porch Advisors LLC, based in Santa Barbara, CA, with 20 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 215 clients with $520M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Standard fee schedule is not negotiable; however, Painted Porch reserves the right to make exceptions in limited circumstances at their discretion. They also manage some family and related accounts without charge.
Fee Estimator
Location
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA, 93105
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
Kurt is an investor/advisor for Unity Collab, a charity organization, since June 2018. He dedicates a few hours per week to business consultation.
Employment History
Current Registrations
Painted Porch Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Itg INC.Broker
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.