Curran Financial Partners, LLC, based out of Charleston, SC, is a reputable local investment advisory firm. With over 1,020 individual clients and a remarkable $319,132,000 in assets under management, they have built a strong presence in the financial industry. Boasting five offices, they cater to a diverse range of clients seeking expert financial advice and management services.
In addition to their investment advisory services, Curran Financial Partners, LLC serves as an insurance broker or agent, ensuring comprehensive coverage for their clients. A significant portion of their assets under management, approximately half, stems from employer 401Ks or individuals, highlighting their expertise in this field. Notably, the firm handles all managed assets on a discretionary basis, allowing for greater flexibility and agility in investment decisions.
With a team of 12 dedicated employees, Curran Financial Partners, LLC offers personalized investment advisory services to meet their clients' unique needs. Their compensation structure is flexible and accommodates various models, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with those of their clients.
Among their team, Adam Curran, Paige Smith Ducey, and Colin Stewart are some of the firm's longest-tenured advisors, exemplifying their commitment to fostering lasting relationships with clients. On average, each investment advisor at Curran Financial Partners, LLC manages approximately $26,590,000 in assets, showcasing their ability to handle substantial portfolios.
As a trusted financial partner, Curran Financial Partners, LLC prides itself on delivering excellent investment advisory services, helping clients navigate the complexities of the financial market and achieve their financial goals.