Curtis Worcester is a registered investment advisor at Guidance Point Advisors, LLC, based in Bangor, ME, with 5 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 255 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees typically range from 0.50% to 1.50% annually and are negotiable based on account size, existing fee structures, and services used.
Fee Estimator
Location
108 State Street, Bangor, ME, 04401
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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
Curtis works as an Investment Adviser Representative and Investment Operations Analyst for Guidance Point Retirement Services, spending nearly full-time there. He also works as an Investment Adviser Representative/Investment Consultant for Guidance Point Advisors, dedicating about 10-20% of his time.
Employment History
Current Registrations
Guidance Point Advisors, LLC
Guidance Point Retirement Services, 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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