Curtin Financial Services provides financial planning and investment advisory services to individuals, small businesses, and trust fund accounts. Services include personal and business financial planning, retirement planning, educational planning, and tax return preparation. Curtin Financial Services does not take discretionary authority over client assets.
Assets Under Management$1.5M
Clients2
Advisors1
Avg. per Client$750K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Curtin Financial Services charges a fixed annual fee for managing your investments. This fee ranges from $500 to $1,000 per year, billed quarterly, and is based on the amount of assets managed or the time spent on the investments.
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