James Mark Curry
Investment Adviser Representative at CONSOLIDATED FINANCIAL
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Portfolio Management: $0 - $100,000 | 1.50% |
| Portfolio Management: $100,001 - $250,000 | 1.00% |
| Portfolio Management: $250,001 - $500,000 | 0.90% |
| Portfolio Management: $500,001 - $1,000,000 | 0.80% |
| Portfolio Management: $1,000,001 - $2,500,000 | 0.70% |
| Portfolio Management: Over $2,500,000 | — |
| Pension Consulting: $0 - $100,000 | 1.25% |
| Pension Consulting: $100,001 - $250,000 | 0.90% |
| Pension Consulting: $250,001 - $500,000 | 0.80% |
| Pension Consulting: $500,001 - $1,000,000 | 0.50% |
| Pension Consulting: $1,000,001 - $2,500,000 | 0.30% |
| Pension Consulting: Over $2,500,000 | 0.20% |
Consolidated Financial Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at CONSOLIDATED FINANCIAL
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