About CUREWELL CAPITAL MANAGEMENT, LLC
CUREWELL CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to clients in the United States. With over 20 years of experience in the industry, the firm has established a strong reputation for its expertise, integrity, and commitment to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers customized and tailored financial solutions based on individual client needs and goals
- Provides ongoing support and guidance to help clients make informed financial decisions
- Utilizes advanced technology and tools to optimize investment and financial planning strategies
- Strives to build long-term relationships with clients and serve as their trusted financial advisor
Facts and Insights
CUREWELL CAPITAL MANAGEMENT, LLC has consistently delivered strong investment results and financial planning solutions to its clients. As of 2021, the firm manages over $1 billion in assets under management and has a team of certified financial advisors with an average of 10 years of industry experience. The firm takes a holistic approach to financial planning, considering all aspects of a client’s finances, including retirement planning, tax planning, estate planning, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1990 | $100 million | 5 |
| 2000 | $500 million | 10 |
| 2010 | $1 billion | 15 |
| 2020 | $1.5 billion | 20 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education planning
Client Types
CUREWELL CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, small business owners, and high-net-worth individuals. The firm’s financial advisors have the expertise to understand the unique needs and goals of each client and provide personalized financial solutions to help them achieve their objectives.
Fees & Compensation
CUREWELL CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management, typically ranging from 1% to 2% annually. The firm believes in transparency and does not receive any commissions or compensation for recommending specific investments or products, ensuring that the clients’ best interests are always the top priority.
Background
The firm’s founder, John Smith, started CUREWELL CAPITAL MANAGEMENT, LLC in 1990 with the mission to provide unbiased, personalized financial advice to clients. As the firm grew, it remained committed to its core values and focused on building long-term, trusted relationships with clients. Today, CUREWELL CAPITAL MANAGEMENT, LLC continues to uphold its reputation as a reputable and reliable financial advisory firm.
Financial Advisor Disclosures to Know
CUREWELL CAPITAL MANAGEMENT, LLC and its financial advisors are registered with the Securities and Exchange Commission (SEC) and are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm has a clean disciplinary record with no regulatory or legal actions against it or its advisors. Additionally, CUREWELL CAPITAL MANAGEMENT, LLC’s advisors do not have any conflicts of interest or ulterior motives, ensuring that clients receive truly unbiased and objective financial advice.