Curtis Advisory Group offers investment management tailored to individual client goals, including strategies for 401(k) accounts. They also provide financial planning covering investments, insurance, retirement, college, and debt. Additionally, Curtis Advisory Group offers pension consulting services to employee benefit plans. They primarily use mutual funds and exchange traded funds to manage client portfolios.
Assets Under Management$480M
Clients147
Advisors3
Avg. per Client$3.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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