Gillian Curran is a CFP-designated registered investment advisor at Prospect Financial Group LLC, based in Arlington, VA, with 21 years of industry experience. Gillian 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, High Net Worth, and 4 more. Their firm serves 48 clients with $200M 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 | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Fees are billed quarterly. For accounts over $1,000,000, fees include a base fee plus a percentage on assets above specific thresholds. Minimum annual fee is $10,000 for accounts over $1M and $5,000 for accounts under $1M.
Fee Estimator
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gillian owns rental real estate property with her partner Denis Curran since May 2023. She spends minimal time on activities such as confirming rental availability, hiring maintenance personnel, paying bills, and depositing rental checks.
Employment History
Current Registrations
Prospect Financial Group LLC
State Registrations2 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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