Curbstone Financial Management Corporation offers investment management services, emphasizing asset allocation based on client needs and risk tolerance. Curbstone works with clients to understand their financial circumstances, but does not receive additional compensation for planning recommendations. Curbstone uses an in-house, independent investment management process.
Assets Under Management$390M
Clients266
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
A non-profit agency may be granted a 10% discount. Discounts may be extended to clients accounts predominantly invested in ETFs and Mutual Funds. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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