Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.
Areas of Practice
Advisor Information
Office location
26041 Acero, Mission Viejo, CA, 92691
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Curtis serves as secretary for a non-profit and is on the board of directors for Friends of the Santa Ana Zoo. He also owns a percentage of two LLCs that own commercial real estate and is an appointed agent of various insurance companies, holding a California life, health, and variable products insurance license.