Curtis Hugh Parry

CFP · ChFC

Unique Wealth, LLC

25 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Unique Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

720 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$766.5M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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 Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

311 Park Place Blvd N, Ste. 230, Clearwater, FL, 33759

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History

Regulatory History (1)

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Customer Dispute

December 2016

Closed-No Action

View Full SEC Report How to Read Disclosures

Other 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.