Jeffrey Mccurdy
Jeffrey Mccurdy is a registered investment advisor at Guardsman Private Capital Management, INC., based in Sarasota, FL, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 33 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guardsman does not have a standard fee schedule. Fees are based on a percentage of assets under management, hourly charges, or a fixed annual retainer. Fees are negotiable and may vary based on the client's complexity and requirements. There is a $25,000 per year minimum fee, which may be waived.
Location
1221 S. Tamiami Trail, Sarasota, FL, 34239
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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.
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Jeffrey is an officer, manager, board member, or agent in multiple businesses, including Guardsman Wealth Management, Inc. and several LLCs. He spends about half of his time performing duties for these entities.
Employment History
Current Registrations
Guardsman Private Capital Management, INC.
State Registrations1 state
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