Michael Roeder is a CFP-designated registered investment advisor at Curio Wealth, LLC, based in Annapolis, MD, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 347 clients with $380M 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 | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
The Advisory Service Agreement fee is generally negotiable. As a result, similarly situated clients could pay different fees.
Fee Estimator
Location
721 Melvin Ave, Annapolis, MD, 21401
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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
Curio Wealth, LLC
Previous Registrations
Kuehl Shepherd Kozlowski & Associates, INC.
State Registrations1 state
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