Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, using a blended fee schedule. For certain assets like Eaglebrook Digital Assets, Fee Based Annuities, Structured Notes, Treasuries, Cash Solutions, CDs, and Custom Bond Portfolios, fees are assessed on a separate flat rate basis. Financial planning fees range from $2,500 to $25,000, depending on the scope and complexity of the plan and are negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
311 Park Place Blvd N, Ste. 230, Clearwater, FL, 33759
Get directionsRegulatory History (1)
Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Curtis may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has a 50% ownership in Together We Are Unique, LLC and is the CEO/Founder, dedicating about a quarter of his time. Finally, Curtis is an advisor for Electus Global Education Co, Inc., spending minimal time on this activity.