Sarah Ward is a CFP-designated registered investment advisor at Curi Capital, LLC, based in St Joseph, MI, with 5 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 11 more. Their firm serves 2,960 clients with $12B 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 $1.0M | 1.25% |
| $1M+ | 0.25% |
Wealth management fees generally range between 0.25% and 1.25% per annum. Specific strategy schedules vary (e.g. Core Equity ranges from 0.40% to 0.50%; Core Fixed Income ranges from 0.25% to 0.35%).
Fee Estimator
Location
500 Momany Drive, Suite 200, St Joseph, MI, 49085
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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
Sarah works as a non-selling registered sales assistant at Drucker Wealth Management, a life insurance brokerage, dedicating about a quarter to half of her time to paraplanning. Sarah also owns a jewelry making hobby, spending about 10-20% of her time on it.
Employment History
Current Registrations
Curi Capital, LLC
Previous Registrations
Drucker Wealth
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
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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