Curtis Financial Planning provides financial planning and investment advisory services to individuals and families. Curtis Financial Planning helps clients define their financial objectives and develop strategies for reaching those objectives, including cash flow and budget management, investment management, retirement planning, tax planning, and insurance planning. Curtis Financial Planning may recommend other professionals at the request of the client.
Assets Under Management$130M
Clients75
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6M+ | 0.45% |
Fees are negotiable. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Curtis Financial Planning may negotiate a different fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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