Kurt Traulsen
Kurt Traulsen is a registered investment advisor at Evolution Wealth Management INC., based in Fort Myers, FL, with 11 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 294 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2.00% per year. For accounts over $10,000,000, a fixed annual fee may be offered instead.
Fee Estimator
Location
12487 Brantley Commons Court, Fort Myers, FL, 33907
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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 →Other Business ActivitiesSells Insurance
Kurt is the owner of Holistic Planning Solutions LLC (dba Evolution Retirement Services) where he works as an insurance agent, and co-owner of Evolution Wealth Management, a registered investment advisory firm. He also owns CGK Capital LLC and manages CGK Assets LLC, both related to rental properties, and is a co-owner and VP of Evolution Retirement Services, an insurance agency, dedicating about half his time to each of these activities.
Employment History
Current Registrations
Evolution Wealth Management INC.
Previous Registrations
Truadvice LLC
Brokers Financial
Grace Capital 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
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