Steven Curtis is a registered investment advisor at Insight Investment Solutions, based in Eugene, OR, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 45 clients with $35M 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 $150K | 1.00% |
| $150K - $500K | 0.85% |
| $500K - $900K | 0.75% |
| $900K - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable in special situations.
Fee Estimator
Location
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Insight Investment Solutions
State Registrations1 state
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