McCurdy Financial Solutions is a registered investment advisor based in California, founded and operated by Daniel McCurdy. The firm offers continuous investment management and personalized financial planning services. For investment management, McCurdy Financial Solutions builds and oversees custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by your personal goals, risk tolerance, and tax situation. The firm also offers financial planning on an ongoing or project basis, covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits, insurance, college savings, and business consulting. McCurdy Financial Solutions operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and calculated as a straight tier on the entire balance.