Curtis Advisory Group, Llc
Santa Barbara, California
Curtis Advisory Group, LLC is a reputable investment advisory firm headquartered in Santa Barbara, CA. With a team of two dedicated professionals, they specialize in providing top-notch investment advisory services. Their average assets under management per investment advisor stand at approximately $112,630,000, which is consistent with the industry average. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees. Curtis Advisory Group, LLC proudly serves a diverse client base, catering to over 50 individual clients who collectively entrust them wit...
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Assets Under Mgmt

$322.3M

Investment Professionals

2

Locations

0

% 401K & Individual

4%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: INDEPENDENT PERFORMANCE REPORTING AND INVESTMENT OVERSIGHT
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