BC
CFP
BC
CFP

Bradley Kitt Curtis

3 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Contact

BC
Bradley Kitt Curtis

Location

812 East 2100 South, Salt Lake City, UT, 84106

Get directions

History

Regulatory History
Clean regulatory record

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
Albion Financial Group
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Olympus Wealth Management, LLC
May 2022 - March 2023 · 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
BC
Contact
Bradley Kitt Curtis
Bradley Kitt Curtis - Financial Advisor | TrueAdvisor