Robert Curry is a CFP-designated registered investment advisor at Curry Webb Wealth Management LLC, based in Indianapolis, IN, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 210 clients with $290M 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 | 1.00% |
Fees may be negotiable to a lesser amount for large accounts. There is a $4,000 minimum annual fee for financial planning and investment advisory services.
Fee Estimator
Location
320 N Meridian Street, Suite 828, Indianapolis, IN, 46204
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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 →Employment History
Current Registrations
Curry Webb Wealth Management LLC
Previous Registrations
Argi Investment Services, LLC
Meridian Investment Advisors, INC.
Meridian Wealth Advisors, INC.
Meridian Investment Advisors, INC.
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.