MC
MC

Michael Curran

23 Years of Experience
Savannah, GA
3 Disclosures

Michael Curran is a registered investment advisor at Advisory Services Network, based in Savannah, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

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

300 Drayton Street, Savannah, GA, 31401

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History

Regulatory History (3)
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Employment Separation After Allegations
December 2015
Customer Dispute
August 2015
Settled
Customer Dispute
November 1995
Settled
Employment History
Current Registrations
Advisory Services Network
February 2016 - Present · 10 yrs 8 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.
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