Margo Sweany is a CFP-designated registered investment advisor at Curi Capital, LLC, based in Denver, CO, with 15 years of industry experience. Margo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 11 more. Their firm serves 2,960 clients with $12B 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% |
| $1M+ | 0.25% |
Wealth management fees generally range between 0.25% and 1.25% per annum. Specific strategy schedules vary (e.g. Core Equity ranges from 0.40% to 0.50%; Core Fixed Income ranges from 0.25% to 0.35%).
Fee Estimator
Location
250 Fillmore, Unit 600, Denver, CO, 80206
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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
Margo is the owner of 3357 Williams St LLC, acting as a landlord for a small rental unit since 2018. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Curi Capital, LLC
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.
Exams
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