Paul Curtman is a registered investment advisor at P.R. Curtman Investments LLC, based in Milton, FL, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 35 clients with $13M 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 | 1.50% |
The advisory fee is a flat fee. Fees are negotiable. Ongoing Comprehensive Financial Planning services may be provided without incurring an additional fee.
Fee Estimator
Location
Milton, FL
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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 Activities
Paul is the owner of E-5 Operations LLC, a media and guidance company, since 2013. He dedicates minimal time to this non-investment related writing and leadership guidance business.
Employment History
Current Registrations
P.R. Curtman Investments LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Edward Jones
Edward JonesBroker
State Registrations2 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.