Curran Financial Partners, LLC is an investment advisory firm founded in 2015 and based in Daniel Island, South Carolina. The firm manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. Curran Financial Partners offers two main portfolio management approaches: a passive management service and an active management service utilizing technical analysis. In addition to portfolio management, the firm creates comprehensive financial plans covering cash flow and debt management, college savings, estate planning, retirement planning, risk management, and tax planning strategies. Curran Financial Partners also serves as a sub-advisor for an exchange-traded fund.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The active management service standard fee is 1.50% of assets under management. The passive management service standard fee is 1.00%. Fees are negotiable.