Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
63 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$649.3M

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $500/hr

Fees are negotiated with the client and are based on a percentage of plan assets under management, a fixed dollar amount, or a combination of both. Fixed dollar fees will not exceed $300,000 per year and asset-based fees will not exceed 2% annually. The firm may charge a plan onboarding fee not to exceed $50,000. Additional consulting services will be billed at either an hourly rate not to exceed $500 per hour, or as a flat fee.

Areas of Practice
Retirement Planning
Loading...

Advisor Information

Office location

Sacramento, CA

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Newfront Retirement Services, INC.
October 2021 - Present · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Curtis Fugate - Financial Advisor | AdvisorDiscover