TrueAdvisor
TrueAdvisor
BA
CFP
BA
CFP

Benjamin Joseph Albrecht

Curi Rmb Capital, LLC
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Curi Rmb Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500

Location

One North Wacker Drive, Suite 3500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Curi Capital, LLC
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Banc One Securities Corporation
July 2003 - June 2005 · 1 yr 11 mos
AXA Advisors, LLC
December 2002 - February 2003 · 2 mos
State Registrations2 states
ILNY
Advisor
Exams
No exam information available for this advisor.