Assets Under Management
$592.9M
Number of Clients
1,274
Number of Advisors
12
Average Client AUM
$465K
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Curran Financial Partners manages tailored investment portfolios using passive or active strategies. They also offer financial planning, covering cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. They sub-advise The God Bless America ETF (YALL).
| Assets Under Management | Annual 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.
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492