Justin Curtiss is a CFP-designated registered investment advisor at Continuity Wealth Management, CORP., based in Portland, OR, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 245 clients with $180M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for amounts over $3,000,000. Clients participating in the Orion Custom Indexing Program will also pay a sub-advisor fee of 0.15% per year, deducted quarterly.
Fee Estimator
Location
3605 SW Multnomah Blvd., Portland, OR, 97219
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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 →Employment History
Current Registrations
Continuity Wealth Management, CORP.
Previous Registrations
Cambridge Investment Research, INC.Broker
Sustainable Wealth Management, INC.
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.