Curtis Smith
Curtis Smith is a registered investment advisor at Avior Wealth Management, LLC, based in Scottsdale, AZ, with 21 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.
Fee Estimator
Location
14648 N. Scottsdale Road, Suite 300, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Employment Separation After Allegations
April 2009Other Business Activities
Curtis is the owner of Clearview Financial Group LLC, an operating company and DBA. He spends minimal time on this activity.
Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
Capital Wealth Alliance, LLC
Kingswood Capital Partners, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations3 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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