Curasset Capital Management, LLC

CRD#316522
Investment Advisor Firm

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Learn more about Curasset Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Curasset Capital Management, LLC is an advisory company that has its headquarters in Newark, New Jersey. The firm controls $440.1 million in total assets across two accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). Curasset Capital Management, LLC has a small group, including 5 financial advisors. Curasset Capital Management, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, options and bonds.

    Curasset Capital Management, LLC manages all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions without requiring the customer's approval. Curasset Capital Management, LLC's typical account size is $220.1 million. The typical advisor at Curasset Capital Management, LLC oversees fewer than one client account, making it one of the most personalized advisor firms in the country.

    Curasset Capital Management, LLC's headquarters is located at 50 Park Place, Newark, New Jersey 7102.

    Assets Under Management

    $440.1 million

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    50 Park Place
    Newark, NJ 07102

    Curasset Capital Management, LLC by the Numbers

    Total Assets Under Management

    $440.1 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $220.1 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees are based on the type of financial services offered. However, fees charged by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to investment companies. Out of its two accounts, Curasset Capital Management, LLC's biggest client type by number of accounts is investment companies. None of its clients are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Curasset Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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