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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bare Wealth Advisors offers asset management and comprehensive portfolio management services. The annual fee for these services ranges from 0.50% to 1.50% of the assets managed, depending on factors like account size and complexity. Fees are billed quarterly in advance. Adjustments are made for deposits and withdrawals over $100,000 during the quarter. Clients using sub-advisors will also pay fees to the sub-advisor.
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.