Curtis Pritchard
Curtis Pritchard is a registered investment advisor at Wexford Wealth Advisors LLC, based in Wexford, PA, with 14 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 130 clients with $69M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management with the firm are taken into consideration.
Fee Estimator
Location
11676 Perry Highway, Suite 2103, Wexford, PA, 15090
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 ActivitiesSells Insurance
Curtis is involved in insurance sales as an individual, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wexford Wealth Advisors LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
More Advisors
- Peter Belcastro, CFPLeonard Advisory Group LLC
- Timothy Buggy, CFPEquitable Advisors, LLC
- Jeffrey Muhlenkamp, CFAMuhlenkamp & CO INC
- Bruno Natter, CFP, ChFCAmeriprise Financial Services, LLC
- Patrick Drazga, CFPDrazga Wealth Advisors, LLC
- Thomas Proctor, CFPProctor Advisory Wealth, LLC