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How does the advisor help clients – Key Takeaways:
Curtin Financial Management, Inc. is a well-respected financial management firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they work closely with clients to develop personalized strategies that meet their unique needs and circumstances.
Facts and Insights:
Curtin Financial Management, Inc. has been in business for over 25 years, providing financial planning and management services to individuals, families, and businesses. As of 2021, they have over $500 million in assets under management and a team of 8 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| 2021 | |
|---|---|
| Assets Under Management: | $500 million |
| Number of Advisors: | 8 |
| Time in Business: | 25 years |
Financial Services Offered:
Curtin Financial Management, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types:
Curtin Financial Management, Inc. serves a diverse group of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation:
Curtin Financial Management, Inc. operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation for recommending specific financial products. This ensures their clients receive unbiased and objective advice. The fee structure is based on a percentage of assets under management and is discussed and agreed upon with each client before any services are provided.
Background:
Curtin Financial Management, Inc. was founded by John Curtin in 1995. With over 30 years of experience in the financial industry, John and his team of advisors have built a strong reputation for their comprehensive and personalized approach to wealth management.
Financial Advisor Disclosures to Know:
Curtin Financial Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. They have no disclosures or disciplinary actions on their record.