JAMES CURTIS FINANCIAL AND INSURANCE SERVICES

Overview

James Curtis Financial And Insurance Services is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and adviser-selection services. The firm operates as a capital allocator and combines advisory services with brokerage activities — it is registered as a real estate broker and an insurance broker — which shapes how it sources and implements client solutions. Its fee model is blended: percentage of AUM, hourly charges and other fee arrangements, which supports both ongoing portfolio management work and project-based planning engagements. The advisory platform is largely non-discretionary: the firm reports all assets as non-discretionary, which indicates clients retain final trading authority while the firm provides investment recommendations, portfolio construction and manager selection. James Curtis Financial And Insurance Services shows a clear tilt toward equities as the preferred asset class, relying heavily on exchange-traded instruments for public market exposure while also integrating insurance products and real-estate-related alternatives into client programs.

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Public Holdings

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Location & Offices