Michael R Baer

Curran Financial Partners, LLC

8 Years of Experience

View SEC Summary

Firm Information

Curran Financial Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

1,274 clients

Average Client Portfolio

$465K average

Assets Under Management

$592.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.50%

Passive Management Service: 1.00%. Active Management Service: 1.50%. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$750 - $1,500

Hourly Rate:Up to $300/hr

Investment management fees are based on assets under management. The standard advisory fee for the passive management service is 1.00%. The standard advisory fee for the active management service is 1.50%. Financial planning is offered at an hourly rate of $300, or a fixed fee between $750 and $1,500, depending on the complexity of the plan. Fees are negotiable.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.