Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees for legacy accounts range from 0.50% to 1.50% annually, negotiable and billed quarterly. Financial planning services, contracted separately, are offered on a fixed fee basis ($250 to $2,500) or hourly ($200/hour), both negotiable. Clients are responsible for third-party fees like custodian and brokerage fees. There is a $250,000 minimum account size, which may be waived.
Areas of Practice
Advisor Information
Office location
108 State Street, Bangor, ME, 04401
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.
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Curtis works as an Investment Adviser Representative and Investment Operations Analyst for Guidance Point Retirement Services, spending nearly full-time there. He also works as an Investment Adviser Representative/Investment Consultant for Guidance Point Advisors, dedicating about 10-20% of his time.