Michael Curley is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Cincinnati, OH, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Location
10300 Alliance Rd, Suite 460, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
Clear Perspectives Financial Planning, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Wealth Dimensions Group, LTD.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Strategic Institutional Consulting Group, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
Liberty Life Securities LLCBroker
State Registrations1 state
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