Stephen Curley is a CFA, CFP-designated registered investment advisor at 55 North Private Wealth, based in Winter Park, FL, with 15 years of industry experience. Stephen 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, Insurance Planning, and 3 more. Their firm serves 132 clients with $370M 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $17.5M | 0.40% |
| $17.5M - $20.0M | 0.35% |
| $20.0M - $25.0M | 0.30% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Annual fees are negotiable.
Fee Estimator
Location
268 W New England Avenue, Winter Park, FL, 32789
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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
55 North Private Wealth
Previous Registrations
Eaton Vance Wateroak Advisors
Water Oak Advisors, LLC
State Registrations2 states
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