Jeff Currie
Jeff Currie is a registered investment advisor at Elevated Capital Advisors, LLC, based in Homedale, ID, with 14 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.
Location
Homedale, ID
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 1997Other Business ActivitiesSells Insurance
Jeff sells fixed insurance through Currie Financial Group, dedicating about half his time. He also serves in the US Army Reserves, spends minimal time as Treasurer for the Idaho Jaycee Senate Foundation, and is an employee of American Pacific Mortgage, where he teaches classes on reverse mortgages.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Galileo Financial Advisors, LLC
Global Financial Private Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.