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Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on Jan. 6, 2017
      • $277.3M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 174
        number of clients
      • $1.6M
        Estimated Average Account Balance Per Client

    Services

    Firm Services

    • Financial Planning
      • -Estate Planning
      • -Comprehensive Financial Planning
      • -Retirement Planning
      • -College Planning
      • -Charitable Planning
      • -Other Financial Planning
      • -Tax Planning
    • Portfolio Management
      • -Individuals and/or Small Businesses
    • Other
      • -Selection of Other Advisors

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    3

    name start date
    Kimberly L. Curtis, CFP®, ChFC, CLU, CAP, AEP, MSFS
    May 2011
    Niels August Jepsen
    October 2015
    Christopher Nagle
    August 2017

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kimberly Louise Curtis Managing Member/Chief Compliance Officer August, 2007 75% or more
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees