Curtis Root Investment Services (COR) acts as a referral service, connecting clients with third-party investment advisors. COR doesn't provide financial planning or investment management directly. Instead, it earns referral fees from the advisors it recommends. COR seeks clients with at least $100,000 in liquid assets. Curtis Root is also a partner in a CPA firm.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...