Curtis Financial Planning

Our Fees

Our only compensation comes from our clients. Our fees are based on assets under management and include comprehensive investment management and financial planning. As a result, our motivation is to grow and protect our clients’ assets, not to engage in excessive trading or sell particular products. As a fiduciary, we provide unbiased advice designed for each client’s personal financial path.

Fee Schedule

We charge a percentage of assets under management (AUM) for our services.

Annual Fee Schedule

Assets Under Management    Annual Fee
Up to $1,000,000                        1%
Next  $1,000,000                       0.75 %
Next  $3,000,000                       0.65 %
Over  $5,000,000                       0.25 %

The annual fee covers all services –  both investment management and financial planning, there are no additional flat or hourly fees.

As our minimum annual fee is $7500.00, it makes sense to have a minimum of $600,000 of assets under management in order to receive the best value.

Billing Schedule

Fees are billed quarterly and in most cases are paid directly from the client’s account(s). Client account performance is always reported net of fees.

Curtis Financial Planning