Adam Curry
Adam Curry is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Lafayette, LA, with 20 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,370 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Maximum annual management fee is 2.5%.
Fee Estimator
Location
2000 Kaliste Saloom Rd Ste 300, Lafayette, LA, 70508
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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
Adam is a partner at a CPA firm, Darnall, Sikes & Frederick, and works as a financial advisor for Darnall Sikes Wealth Partners LLC. He also engages in insurance sales and service through Avantax Insurance Agency and/or Avantax Insurance Services, and is a member of DSG&F Real Estate Investments, LLC.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.
Exams
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