Curtis Advisory Group Fees & Minimum

Overview

Headquarters: Santa Barbara, CA
Total Firm Assets: $574 million
Average High-Net-Worth Client Portfolio Size: $6.3 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: CURTIS ADVISORY GROUP ADV PART 2 (2026-04-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.25%
$10,000,001	and above	0.10%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$32,500	0.65%
$10 million	$45,000	0.45%
$50 million	$85,000	0.17%
$100 million	$135,000	0.14%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 70.22%
Number of High-Net-Worth Clients: 64
Total Client Accounts: 548
Discretionary Accounts: 542
Non-Discretionary Accounts: 6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 151695

CURTIS ADVISORY GROUP ADV PART 2 (2026-04-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Curtis Advisory Group, LLC