Curtis Reed is a CFP-designated registered investment advisor at Welspire LLC, based in Upper Arlington, OH, with 20 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 14 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Welspire's investment management fees are based on the value of your investments and are charged quarterly, in advance. The annual fee can be up to 1.10%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Existing clients may have different fee schedules, including tiered schedules. Fees may be negotiable.
Location
2400 Cambridge Boulevard, Upper Arlington, OH, 43221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Welspire LLC
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Charles Schwab & CO., INC.
Windy City Wealth Management LLC
Windy City Wealth Management LLC
Windy City Wealth Management LLC
Charles Schwab & CO., INC.
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.