Kurt Gusinde is a CFA, CFP-designated registered investment advisor at Exeter Financial, LLC, based in Scottsdale, AZ, with 17 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 83 clients with $370M 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 | 1.25% |
Maximum annual investment management fee. Exeter may reduce its account minimum, minimum annual fee and/or charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
7001 N. Scottsdale Road, Suite 1040, Scottsdale, AZ, 85253-3644
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Exeter Financial, LLC
State Registrations1 state
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