Curtis Congdon
Curtis Congdon is a CFP-designated registered investment advisor at Xml Financial Group, based in Bethesda, MD, with 20 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 4,185 clients with $3B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | Included |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
Criminal
October 2003Other Business ActivitiesSells Insurance
Curtis is an equity member of BR Financial Associates Management Company, LLC, dedicating about a quarter of his time to it. He is also an insurance producer agent and sole proprietor of CC Management, spending minimal time on each.
Employment History
Current Registrations
Xml Financial Group
Xml Securities
Xml SecuritiesBroker
Previous Registrations
Lara, May & Associates, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations39 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.