Jordan Curtis is a registered investment advisor at Curtis Wealth Management LLC, based in Henderson, NV, with 20 years of industry experience. Jordan 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 94 clients with $120M 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 | 1.10% |
Fees are negotiable and may range between 0.5% and 1.1%. Accounts above $2 million and $5 million may receive additional discounts. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
170 S. Green Valley Parkway, Suite 300 (Office 351), Henderson, NV, 89012
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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
Jordan owns Welcome Home Vacation Rentals LLC since 2018, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Curtis Wealth Management LLC
Previous Registrations
Northwest Asset Management
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
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.