Curtis Burkholder is a registered investment advisor at Bare Wealth Advisors, based in Gap, PA, with 19 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 841 clients with $660M 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 | 1.50% |
Standard annual fee is up to 1.50% based on account size and complexity.
Fee Estimator
Location
835 Houston Run Drive, Suite 260, Gap, PA, 17527
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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 ActivitiesSells Insurance
Curtis is an insurance agent assisting with insurance sales, dedicating a few hours per week. He is also an Investment Advisor Representative at Bare Wealth Advisors, spending nearly full-time providing financial planning and investment advice.
Employment History
Current Registrations
Bare Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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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