| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
Get directionsCurtis provides catering services for small parties and functions, dedicating minimal time outside of market hours. He also owns Lund Wealth Management, a DBA used for tax purposes, with securities and investments offered through Moloney Securities Co., Inc.