Curtis Wealth Management offers investment management (both discretionary and non-discretionary), financial planning, and consulting services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Financial planning can be provided on a stand-alone basis or in conjunction with investment management services. Curtis Wealth also utilizes sub-advisors for the management of client accounts.
Assets Under Management$120M
Clients94
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable and may range between 0.5% and 1.1%. Accounts above $2 million and $5 million may receive additional discounts. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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