James Curtis Financial and Insurance Services offers financial planning and portfolio management services. Financial plans are customized based on your goals, time horizon, and risk tolerance. Portfolio management includes creating an investment policy statement and monitoring your investments. James Curtis Financial generally advises on mutual funds, stocks, bonds, ETFs, real estate funds, and insurance products.
Assets Under Management$90M
Clients72
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. Includes both financial planning and portfolio management.
Fee Estimator
Your Portfolio Value
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