Curtis Capital Advisors offers investment management and financial planning services to individuals, high-net-worth individuals, and trusts. Investment management can be discretionary or non-discretionary, using mutual funds, ETFs, stocks, and bonds. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Curtis Capital Advisors also refers clients to third-party advisors.
Assets Under Management$170M
Clients82
Advisors2
Avg. per Client$2M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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