Curran & Lewis Investment Management, INC.
Assets Under Management
$253.6M
Number of Clients
140
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$126.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Curran & Lewis Investment Management builds investment management relationships around goals-based financial plans. They review life goals, help assemble professional advisor teams, and practice a diversified investment strategy using institutional mutual funds and ETFs. Their core investment philosophy emphasizes long-term returns and lower costs.
Fee Structure
Financial planning is offered at an hourly rate of $500. Investment management fees range from 0.50% to 1.25% per year, based on assets under management. Fees are negotiable based on account size, prospective growth, and other factors. Fees are billed at the beginning of each quarter. The firm generally requires authorization to deduct fees directly from the investment account.
Areas of Practice
Location
19 Keller Street, Petaluma, CA, 94952