Curran Financial Partners, LLC
Assets Under Management
$592.9M
Number of Clients
1,274
Number of Advisors
12
Average Client AUM
$465K
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Curran Financial Partners, LLC manages tailored investment portfolios through passive and active management services. They offer financial planning, covering cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. They also provide sub-advisory services for The God Bless America ETF (YALL).
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
The annual fees are negotiable and are pro -rated and paid in advance on a quarterly basis. No increase in the annual fee shall be effective without agreement from the client by signing a new agreement or amendment to their current advisory agreement.
Fee Estimator
CFP offers investment management services with fees of 1.00% for passive management and 1.50% for active management. Financial planning is offered at an hourly rate of $300.00 or a fixed fee between $750 and $1,500, depending on the complexity of the plan. Fees are negotiable. If a client is not satisfied with services provided in their first year, CFP will refund 100% of the client’s advisory fees paid.
Areas of Practice
Location
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492