Curbstone Financial Management Corp.'s Form ADV discloses 1.00% on the first $2 million, 0.85% on the next $3 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #13348), Curbstone Financial Management Corp. is subject to fiduciary duty under federal law.
Curbstone Financial Management Corp. is headquartered in MANCHESTER, NH.
Curbstone Financial Management Corp. serves 149 high-net-worth clients according to their SEC filing dated June 22, 2026. View client details ↓
According to their SEC Form ADV, Curbstone Financial Management Corp. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
Curbstone Financial Management Corp. manages $412 million in client assets according to their SEC filing dated June 22, 2026.
According to their SEC Form ADV, Curbstone Financial Management Corp. serves high-net-worth individuals and institutional clients. View client details ↓