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 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
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.
Exams
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