James Kantowski is a CFP-designated registered investment advisor at Curio Wealth, LLC, based in Severna Park, MD, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 347 clients with $380M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
The Advisory Service Agreement fee is generally negotiable. As a result, similarly situated clients could pay different fees.
Fee Estimator
Contact
James Kantowski
Location
Severna Park, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a member of JSK Tax Services, LLC, providing accounting and tax preparation services since 2016. This activity, which is not investment-related, takes minimal time.
Employment History
Current Registrations
Curio Wealth, LLC
Previous Registrations
Bay Point Wealth
Give.com Investments, LLC
Jsk Financial Services LLC
Rsm Mcgladrey LLC
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.