AC
CFP
AC
CFP

Adam Brennen Curran

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$465K average
Assets Under Management
$592.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Standard advisory fee for active management service is 1.50% on all assets. Passive management service is 1.00% on all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam is the managing member of B&B Media Group, LLC, a consulting and media buying specialist for Curran Financial Partners, since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Curran Financial Partners, LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Global Financial Private Capital, LLC
August 2013 - December 2016 · 3 yrs 4 mos
Trustmont Advisory Group, INC.
September 2009 - August 2013 · 3 yrs 11 mos
State Registrations3 states
GANCSC
Advisor
Exams
No exam information available for this advisor.