Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
Areas of Practice
Advisor Information
Office location
200 W. Jackson Blvd. #1000, Chicago, IL, 60606
Get directionsRegulatory History (3)
Customer Dispute
March 2010Customer Dispute
January 2010Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Curtis is the president of Curtis J. Sathre III Inc., a holding company for tax filing consolidation, dedicating about 10-20% of his time. He is also an agent for Asset Marketing Systems Insurance Services, selling life insurance and fixed indexed annuities, also dedicating about 10-20% of his time, and a real estate agent for Money Wise Investments, spending a few hours per week referring potential real estate clients.