Curtiss Smith
Curtiss Smith is a registered investment advisor at State Farm Investment Management CORP., based in Bloomfield, CT, with 23 years of industry experience. Curtiss is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
37 Wintonbury Mall, Bloomfield, CT, 06002-2411
Get directionsHistory
Regulatory History (1)
Criminal
April 1986Other Business ActivitiesSells Insurance
Curtiss is a director for the Bloomfield Rotary Club, a non-profit organization, dedicating minimal time. Curtiss also owns Curtiss R Smith Insurance Agency, an insurance business with State Farm, dedicating about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.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.
Exams
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