Curran Financial Partners manages investment portfolios using passive or active strategies based on your individual needs. They also offer financial planning services covering areas like cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. CFP has a relationship with Tyson Accounting, LLC to provide accounting and tax preparation services to clients.
Assets Under Management$590M
Clients1,274
Advisors15
Avg. per Client$470K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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