Bradley Mccurtain
Bradley Mccurtain is a registered investment advisor at Maine Securities Corporation, based in Portland, ME, with 48 years of industry experience. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 26 clients with $26M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The firm usually assesses lower advisory fees on client cash balances and fixed income securities that it manages. Fixed income and cash/cash equivalent assets are not included in the calculations of household total assets under management (AUM) used to determine any breakpoints in equity management and supervisory fees.
Fee Estimator
Location
15 Monument Square, Portland, ME, 04101
Get directionsHistory
Regulatory History (1)
Regulatory
November 2004Other Business ActivitiesSells Insurance
Bradley is a registered investment advisor through Maine Securities Corporation and involved in real estate development and management. He also sells life and health insurance through MSC's agency, dedicating minimal time, and owns a coffee importing business, spending a few hours per week outside of normal business hours.
Employment History
Current Registrations
Maine Securities Corporation
Maine Securities Corporation
Maine Securities CorporationBroker
Previous Registrations
Boston Bay Capital, INC.Broker
Burbank & Company, INC.Broker
State Registrations7 states
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.