Michael Curley
Michael Curley is a registered investment advisor at Rockport Wealth Advisors, based in Cincinnati, OH, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,312 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
Cincinnati, OH
Get directionsHistory
Regulatory History (1)
Criminal
January 1972Other Business ActivitiesSells Insurance
Michael is the owner of an insurance brokerage, selling life, disability, and long-term care insurance, dedicating minimal time to this activity. He also works full-time as a registered investment advisor (RIA) at Rockport Wealth Advisors.
Employment History
Current Registrations
Rockport Wealth Advisors
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Strategic Institutional Consulting Group, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations5 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.