Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.
Areas of Practice
Advisor Information
Office location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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Customer Dispute
February 2022Other Business Activities
Curtis is involved in several business entities, including Silver Lining Wealth Management, Silverleaf Wealth Management, Silver Lining Properties LLC, Gladstone Institutional Advisory (where he spends nearly full-time providing investment advisory services), Silver Lining Holdings L.L.C., and Hickory Holdings LLC (real estate rental). These activities are primarily for tax/investment purposes or related to his investment advisory role.