Brian Klein is a CFP-designated registered investment advisor at Curi Capital, LLC, based in Milwaukee, WI, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,786 clients with $9.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Curi Capital offers investment management services through Wealth Management and Asset Management.
Wealth Management fees range from 0.25% to 1.25% of your portfolio per year, charged quarterly in advance, with a $10,000 minimum annual fee ($2,500 per quarter). Some clients may not be subject to the minimum fee.
Wealth Builder fees are typically 1.25% of your portfolio, charged quarterly in advance, with a $2,500 minimum annual fee ($625 per quarter).
Asset Management fees vary by strategy. For Wealth Management clients, fees for separately managed accounts are charged in addition to the Wealth Management fee. For stand-alone separately managed accounts, fees range up to 1.00% of your portfolio per year and may be structured using breakpoints. Clients not receiving full-service Wealth Management or accessing strategies through a third-party platform will pay higher fees and be subject to higher account size minimums.
Private funds managed by Curi Capital are subject to management fees (0.5%-1.5% of the fund's net asset value) and potentially performance fees, as detailed in the fund's offering documents. Mutual funds also have management fees, as detailed in their prospectuses.
Location
10361 West Innovation Drive, Milwaukee, WI, 53226
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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 Activities
The provided text only indicates that Brian is doing business as Wealth Enhancement Group. There is no information about other business activities or insurance sales.
Employment History
Current Registrations
Curi Capital, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Sva Wealth 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.