Curtis Parry is a CFP, ChFC-designated registered investment advisor at Unique Wealth, LLC, based in Tampa, FL, with 25 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, Investment Management, Retirement Planning. Their firm serves 720 clients with $770M 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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule is applied on a "blended" basis. Additionally, the following types of accounts will be assessed advisory fees on a separate flat rate basis outside of the above referenced fee schedule: • Eaglebrook Digital Assets: 0.90% • Fee Based Annuities: 1.00% • Structured Notes, Treasuries, Cash Solutions, and CDs: 0.60% • Custom Bond Portfolios: 0.75%
Fee Estimator
Location
4830 W Kennedy Blvd, Ste 100, Tampa, FL, 33609
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Regulatory History (1)
Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Curtis may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has a 50% ownership in Together We Are Unique, LLC and is the CEO/Founder, dedicating about a quarter of his time. Finally, Curtis is an advisor for Electus Global Education Co, Inc., spending minimal time on this activity.
Employment History
Current Registrations
Unique Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.