Curtis Harrell
Curtis Harrell is a registered investment advisor at Advantage Retirement Group, based in Fort Myers, FL, with 8 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 550 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advantage Retirement Group's wealth management fees range from 0.60% to 1.40% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are paid monthly, based on the average daily balance. Fees may be negotiable at the Advisor's discretion.
Location
8870 Daniels Parkway, Fort Myers, FL, 33912
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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
Curtis is a licensed insurance agent with National Benefit Legacy d/b/a Advantage Retirement Group, focusing on insurance sales. This activity takes about half of Curtis's time.
Employment History
Current Registrations
Advantage Wealth Partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Macke Financial Advisory Group
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.