P.R. Curtman Investments LLC (PRCI) manages investment portfolios based on clients' individual needs and goals. PRCI also offers ongoing comprehensive financial planning and project-based financial planning services. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. PRCI tailors its services to each client's risk tolerance and time horizon.
Assets Under Management$13M
Clients35
Advisors1
Avg. per Client$370K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is a flat fee. Fees are negotiable. Ongoing Comprehensive Financial Planning services may be provided without incurring an additional fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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