Abelardo Curdumi is a CFP-designated registered investment advisor at 5th Street Advisors, LLC, based in Southport, CT, with 19 years of industry experience. Abelardo 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 224 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee shall not exceed 1.00% p.a.
Fee Estimator
Location
107 John Street, Southport, CT, 06890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abelardo is a managing member of Alba Properties LLC, a real estate holding company in Connecticut, and a limited partner/passive owner in Westchester Custom Builders, LLC, a real estate development and management company in New York. He is also a passive owner in 27-37 Associates, LLC, a real estate holding company in New York, dedicating minimal time to each of these activities.
Employment History
Current Registrations
5th Street Advisors, LLC
State Registrations1 state
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