Anne Webster is a CFP-designated registered investment advisor at Curated Capital & Planning LLC, based in Lewisville, NC, with 16 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 31 clients with $6.9M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.20% |
Fee Estimator
Contact
Anne Webster
Location
116 Lowes Foods Drive, Suite 175, Lewisville, NC, 27023
Get directionsHistory
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
Anne is a licensed insurance agent, but she currently does not sell any insurance products. She will not sell insurance products to clients or prospective clients of CCP.
Employment History
Current Registrations
Curated Capital & Planning LLC
Previous Registrations
Lionheart Capital Management LLC
Jt Stratford, LLC
Stephens
StephensBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.