Curran Financial Partners provides investment advice, asset management, financial planning, and consulting services. They work with individuals, high net worth individuals, trusts, estates, and small businesses. Curran Financial Partners focuses on helping clients build and preserve wealth through customized plans. They manage investments on a discretionary basis, meaning they can make trades without your explicit permission, but always in line with your investment goals.
Fee Structure
Curran Financial Partners manages your investments for a fee based on the amount of money you invest. The exact percentage may be negotiable. Fees are charged quarterly in advance, based on the value of your account at the end of the previous quarter. Your account at the custodian may also be charged for certain additional assets managed for you by Curran Financial Partners but not held by the custodian (i.e. variable annuities, mutual funds, 401(k)s).