Curtin Financial Management (CFMI) provides ongoing investment advice based on your individual needs. CFMI analyzes your financial situation, investment holdings, and goals to create a personalized asset allocation using mutual funds and exchange-traded funds (ETFs). CFMI manages accounts with the goal of capital appreciation, growth, income, or a combination, while also considering tax implications. CFMI does not offer financial planning or consulting services.
Assets Under Management$74M
Clients25
Advisors1
Avg. per Client$3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
CFMI retains the discretion to reduce or waive account minimums, and/or advisory fees. Client facts, circumstances and needs are considered in determining the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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