Curtis Minks
Curtis Minks is a registered investment advisor at Woodstock Wealth Management, INC., based in Woodstock, GA, with 26 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
250 River Park North Drive, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2001Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Curtis is the 100% owner of Lotus Positions LLC, an entity used to pay office expenses for Woodstock Wealth Management, dedicating minimal time. He also owns Lotus Positions Business Development LLC, where he offers and consults on non-securities insurance, also dedicating minimal time.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
St. Bernard Financial Services, INC.Broker
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Colony Park Financial Services LLC.Broker
Interfirst Capital CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Thomas F. White & CO., IncorporatedBroker
State Registrations2 states
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.