CM
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Curtis Myran
12 Years of Experience
Minneapolis, MN
1 Disclosure
Curtis Myran is a registered investment advisor at Element Squared Private Wealth, based in Minneapolis, MN, with 12 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 478 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
478 clients
Average Client Portfolio
$426K average
Assets Under Management
$203.5M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
60 South Sixth Street, Suite 2900, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
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Criminal
April 2013Final Disposition
Employment History
Current Registrations
Element Squared Private Wealth
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Park Avenue Securities LLCBroker
February 2020 - January 2021 · 11 mos
Nylife Securities LLCBroker
November 2012 - January 2020 · 7 yrs 2 mos
State Registrations2 states
MNTX
Advisor
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
No exam information available for this advisor.