TrueAdvisor
TrueAdvisor
MB
MB

Michael R Baer

Curran Financial Partners, LLC
8 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Curran Financial Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$465K average
Assets Under Management
$592.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Standard advisory fee for active management service is 1.50% on all assets. Passive management service is 1.00% on all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Curran Financial Partners, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2017 - January 2018 · 4 mos
W&s Brokerage Services, INC.Broker
November 2016 - September 2017 · 10 mos
State Registrations3 states
GANCSC
Advisor
Exams
No exam information available for this advisor.