Russell Renfrow is a registered investment advisor at Curran Financial Partners, LLC, based in Daniel Island, SC, with 2 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,274 clients with $590M 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 | 1.50% |
The standard advisory fee for the passive management service is 1.00%. The annual fees are negotiable.
Fee Estimator
Location
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492
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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
Curran Financial Partners, LLC
Previous Registrations
Odingard Capital Management
Farmers Financial Solutions, LLCBroker
Capstone HeadwatersBroker
Morgan Stanley
Morgan StanleyBroker
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.