How does the advisor help clients – Key Takeaways:
In the world of finance, it is essential to have a trusted financial advisor who can provide expert guidance and support to help you achieve your financial goals. One firm that has stood the test of time and proven its reliability and success in wealth management is Curtis Wealth Management LLC.
Facts and Insights:
Curtis Wealth Management LLC is a leading wealth management firm that provides customized financial solutions and strategies to clients all over the country. With a team of experienced and highly qualified financial advisors, the firm has been able to help numerous individuals, families, and businesses secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 6 |
| Time in Business | 25 years |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
Curtis Wealth Management LLC caters to a diverse range of clients, including high net worth individuals, families, and small businesses. The firm understands that each client has unique financial needs and works closely with them to create customized financial plans that align with their goals and values.
Fees & Compensation:
The firm charges a competitive fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients. They are transparent about their fees and provide a detailed breakdown of the charges to their clients.
Background:
Curtis Wealth Management LLC was founded in 1995 by John Curtis, a renowned financial expert with over 30 years of experience in the industry. The firm has a team of six highly qualified and experienced advisors who collectively bring a diverse set of skills and expertise to the table, ensuring that clients receive the best possible support and advice.
Financial Advisor Disclosures to Know:
As a financial advisor, Curtis Wealth Management LLC is committed to transparency and takes its fiduciary responsibility very seriously. They disclose all potential conflicts of interest and make sure that all their recommendations are in the best interest of their clients.