Michael Baer is a registered investment advisor at Curran Financial Partners, LLC, based in Daniel Island, SC, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,274 clients with $590M 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 | 1.50% |
The standard advisory fee for the passive management service is 1.00%. The annual fees are negotiable.
Fee Estimator
Location
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492
Get directionsHistory
Regulatory History (1)
Financial
July 2017Employment History
Current Registrations
Curran Financial Partners, LLC
Previous Registrations
Pruco Securities, LLC.Broker
W&s Brokerage Services, INC.Broker
State Registrations3 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.