Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
140 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$253.6M

Fee Structure

Minimum Investment:$1M
Hourly Rate:$500/hr

Investment management fees range from 0.50% to 1.25% per year, based on assets under management. Fees are negotiable based on account size and other factors. Financial planning services are available for an hourly fee of $500. Generally, they require a minimum of $1,000,000 under management, but this may be waived at their discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation Planning
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Advisor Information

Office location

19 Keller Street, Petaluma, CA, 94952

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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.

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Employment History
Current Registrations
Curran & Lewis Investment Management, INC.
January 2024 - Present · 2 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.