Advisor at Breachway Investments, LLC
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Firm
Breachway Investments, LLC
Location
Charlestown, RI 02813
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Joseph Curran is a CFP® with 27 years of industry experience, currently serving as an advisor at Breachway Investments, LLC since 2019. He previously worked for ten years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Breachway Investments provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm employs diversified asset-allocation strategies and incorporates fundamental, technical, and charting analysis in portfolio construction, while offering public educational seminars and permitting borrowing in managed accounts.
Based on Breachway Investments, LLC
Based on Breachway Investments, LLC
$0+: Up to 1.5% annually for asset management services $0+: Up to 1% annually for ERISA plan services
$200 per hour for financial planning services
Account minimum: $500,000 minimum (may be lowered or waived in certain instances) Fee-only: Hourly financial planning fee of $200 per hour
4259 Old Post Road, Unit 1
Charlestown, RI 02813
Rhode Island · Texas
Breachway Investments, LLC
2019 - Present (7 years)
Merrill
2009 - 2019 (10 years)
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Other specialized services
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