MC
MC
Michael Curran
23 Years of Experience
Atlanta, GA
3 Disclosures
Michael Curran is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
December 2015Customer Dispute
August 2015Settled
Customer Dispute
November 1995Settled
Employment History
Current Registrations
Advisory Services Network
February 2016 - Present · 10 yrs 5 mos
Previous Registrations
Advocacy Wealth Management, LLC
May 2022 - September 2024 · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2007 - January 2016 · 8 yrs 7 mos
Wachovia Securities, LLC
February 2003 - June 2007 · 4 yrs 4 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.