Maxwell Blumberg is a registered investment advisor at Curran Financial Partners, LLC, based in Daniel Island, SC, with 1 years of industry experience. Maxwell 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
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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 →Employment History
Current Registrations
Curran Financial Partners, LLC
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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