Feg Curio Investment Partners, LLC
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Overview
Feg Curio Investment Partners, LLC operates as a financial advisory company that has its headquarters in Cincinnati, Ohio. It has $2.00 in assets throughout one client account. The firm has a small group, including 6 financial advisors. Feg Curio Investment Partners, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, options and bonds.
Feg Curio Investment Partners, LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing the client's consent. The advisory firm manages about $2 for every client account. The average financial advisor at Feg Curio Investment Partners, LLC administers fewer than one client account, making it one of the most individualized firms in the country.
The company's central office is located at 201 East Fifth St., Suite 1600, Cincinnati, Ohio 45202. It is permitted to provide services to customers in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Feg Curio Investment Partners, LLC by the Numbers
$2.0
11
1
$2.0
Products and Services
Financial services that Feg Curio Investment Partners, LLC provides can include portfolio management for pooled investment vehicles and selection of other advisers. The company does not sell products or offer services apart from investment advice to its investment advisory clients. Feg Curio Investment Partners, LLC also has a number of financial industry affiliations, including with a pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely are based on the financial services provided. However, fee types charged by the company most likely are comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Feg Curio Investment Partners, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's clients reside abroad.
- 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
Feg Curio Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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