Curbstone Advisors offers customized investment management services to individuals. They work with clients to determine an appropriate asset allocation strategy based on their goals, risk tolerance, and financial situation. Curbstone manages client accounts on a discretionary basis, meaning they can make trades without prior approval. They primarily invest in equities, fixed income, and money market funds, and may use exchange traded funds. Curbstone does not have custody of client funds; a third-party custodian does.
Assets Under Management$3.6M
Clients4
Advisors1
Avg. per Client$900K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and may be lower based on various factors. In limited circumstances, Curbstone may offer investment management services for a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...