Elizabeth Gillette is a CFP-designated registered investment advisor at Curio Wealth, LLC, based in Edgewater, MD, with 10 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 347 clients with $380M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
The Advisory Service Agreement fee is generally negotiable. As a result, similarly situated clients could pay different fees.
Fee Estimator
Contact
Elizabeth Gillette
Location
Edgewater, MD
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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.
Learn about disclosures →Employment History
Current Registrations
Curio Wealth, LLC
Previous Registrations
Bay Point Wealth
Mainstreet Financial Planning, INC.
Lifetime Wealth Planning and Management, LLC
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.
Exams
Additional Information
Hi, my name is Liz Gillette and I developed a passion for personal finance back in 2009!