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 40 clients with $180M 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 |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | Included |
| $2.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
For clients with over $1,000,000 in assets under management, there is a base fee plus a percentage of assets over certain thresholds. For clients with less than $1,000,000, investment advisory fees are 1% of assets under management.
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 Registrations1 state
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