MC
CFP
MC
CFP

Michael Curry

13 Years of Experience
Pittsburgh, PA

Michael Curry is a CFP-designated registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Pittsburgh, PA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 756 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
756 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $4.0M0.70%
$4.0M - $6.0M0.60%
$6.0M - $8.0M0.50%
$8.0M - $18.0M0.60%
$18.0M - $23.0M0.40%
$23M+0.35%

Fees may be negotiable at the sole discretion of Schneider Downs Wealth Management Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Ppg Place, Suite 1700, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is the Treasurer of the National Eagle Scout Association (NESA) of Pittsburgh since 2021, dedicating minimal time. He is also a General Member of the Young Professional Advisor Committee (YPAC) of The Pittsburgh Foundation since 2020.

Employment History
Previous Registrations
Schneider Downs Wealth Management Advisors, LP
November 2023 - March 2026 · 2 yrs 4 mos
Gpwm LLC
February 2022 - November 2023 · 1 yr 9 mos
Exams
No exam information available for this advisor.