KU
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
Get directionsRegulatory 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
Curran Financial Partners, LLC
October 2025 - Present · 3 mos
Previous Registrations
Annex Wealth Management, LLC
October 2023 - October 2025 · 2 yrs
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.