Frederick Kort
Frederick Kort is a CFP-designated registered investment advisor at Cura Wealth Advisors, LLC, based in Chicago, IL, with 18 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 172 clients with $530M 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% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
180 North Stetson Ave, Ste 3500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Employment History
Current Registrations
Cura Wealth Advisors, LLC
Previous Registrations
Arete Wealth Advisors, LLC
Iht Wealth Management LLC
Insight Securities, INC.
UBS Financial Services INC.
UBS Financial Services 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.