How does the advisor help clients – Key Takeaways:
CURCIO WEBB, LLC is a well-respected financial firm that operates as a trusted advisor to its clients. Their highly experienced team provides personalized financial guidance, investment management, and other financial services to individuals, families, and businesses.
As a financial expert, CURCIO WEBB, LLC helps clients in the following ways:
- Creating customized investment strategies to meet their individual financial goals and needs
- Offering comprehensive financial planning and advice to ensure financial stability and growth
- Providing access to a wide range of investment and insurance products
- Offering ongoing monitoring and adjustments to financial plans as needed
- Acting as a trusted source of information and guidance for all financial matters
CURCIO WEBB, LLC believes in building long-term relationships with their clients and strives to provide the best possible financial solutions for their specific situations.
Facts and Insights
As of the end of 2019, CURCIO WEBB, LLC reported the following numbers:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
These impressive figures speak to the firm’s success in managing clients’ assets and providing top-notch financial advice.
Financial Services Offered
CURCIO WEBB, LLC offers a range of financial services to help their clients achieve their financial goals and objectives. Some of the services offered by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Education Funding
The firm’s advisors have expertise in these areas and are dedicated to helping clients make smart and informed financial decisions.
Client Types
CURCIO WEBB, LLC works with a diverse range of clients, including individuals, families, and businesses. They have experience in helping clients from all walks of life achieve financial success and stability.
Fees & Compensation
CURCIO WEBB, LLC operates under a fee-only compensation structure, which means that the firm does not receive any commissions for recommending certain financial products. This ensures that their advisors’ recommendations are always in their clients’ best interests.
Their fees are based on a percentage of assets under management, and the firm is transparent when it comes to their fee structure. They believe in building trust with their clients and strive to provide value for every dollar spent on their services.
Background
CURCIO WEBB, LLC was founded in 2009 by John Curcio and Jim Webb, two highly experienced financial advisors who wanted to provide exceptional financial services to their clients. Since then, the firm has grown to a team of five advisors, each bringing their unique knowledge and expertise to the table.
Financial Advisor Disclosures to Know
CURCIO WEBB, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, which requires them to always act in the best interests of their clients.
It’s important to note that past performance is not indicative of future results, and clients should always do their own due diligence before making any financial decisions.