Reece Piotter
Advisor at Curi Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Curi Capital, LLC
Location
Milwaukee, WI 53226
Credentials
Series 65
Industry experience
2 years
About
Reece Piotter is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at RMB Capital, Madison Investments, Reinhart Partners, Rock Ventures LLC, and Northwestern Mutual, among others. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and manages approximately $9.83 billion across various account types.
Client services
Based on Curi Capital, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
Fee options
Fixed fees for financial planning and consulting services depending on level and scope.
$0+: Wealth Management Fees generally range between 0.25% and 1.25% of assets under management per annum $0 - $3.0 million: Core Fixed Income: 0.350% $3.0 million - $5.0 million: Core Fixed Income: 0.325% $5.0 million - $10.0 million: Core Fixed Income: 0.300% $10.0 million - $25.0 million: Core Fixed Income: 0.275% $25.0 million+: Core Fixed Income: 0.250% $0 - $3.0 million: Core Equity Strategies: 0.500% $3.0 million - $5.0 million: Core Equity Strategies: 0.475% $5.0 million - $10.0 million: Core Equity Strategies: 0.450% $10.0 million - $25.0 million: Core Equity Strategies: 0.425% $25.0 million+: Core Equity Strategies: 0.400% $0 - $1.0 million: Treasury Bill Strategy: 0.150% $1.0 million - $3.0 million: Treasury Bill Strategy: 0.125% $3.0 million+: Treasury Bill Strategy: 0.100% $0 - $10.0 million: Innovators Strategy: 1.000% $10.0 million - $20.0 million: Innovators Strategy: 0.850% $20.0 million+: Innovators Strategy: 0.700% $0 - $2.0 million: Small Cap Focus: 0.750% $2.0 million - $5.0 million: Small Cap Focus: 0.700% $5.0 million - $15.0 million: Small Cap Focus: 0.650% $15.0 million - $25.0 million: Small Cap Focus: 0.600% $25.0 million+: Small Cap Focus: 0.550% $0 - $1.0 million: International Equity Strategy: 1.000% $1.0 million - $3.0 million: International Equity Strategy: 0.975% $3.0 million - $5.0 million: International Equity Strategy: 0.950% $5.0 million - $20.0 million: International Equity Strategy: 0.900% $20.0 million - $25.0 million: International Equity Strategy: 0.825% $25.0 million+: International Equity Strategy: 0.750% $0 - $1.0 million: Multi-Asset Strategies: 0.350% $1.0 million - $3.0 million: Multi-Asset Strategies: 0.325% $3.0 million - $5.0 million: Multi-Asset Strategies: 0.300% $5.0 million - $10.0 million: Multi-Asset Strategies: 0.275% $10.0 million+: Multi-Asset Strategies: 0.250%
Hourly rates charged for financial planning and consulting services depending on level and scope.
Performance-based fees applicable to certain private funds managed by Curi Capital, generally ranging from 0.5% to 1.5% management fees plus performance fees as specified in offering materials.
Curi Capital MD subscription offered at $100 per month, payable monthly, with up to $1,000 credit toward advisory services if subscriber becomes advisory client.
Account minimum: $1,000,000 Minimum fee: $10,000 per year ($2,500 per quarter) minimum annual fee for Wealth Management Fees; $2,500 per year ($625 per quarter) minimum annual fee for Wealth Builder Services Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate basis, or percentage of assets basis depending on service level; hourly fees for advice regarding 401(k) and 529 Plans.
Location
10361 W. Innovation Dr., Suite 350
Milwaukee, WI 53226
Most active in
Reece P has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
RMB Capital
2023 - Present (3 years)
Madison Investments
2021 - 2023 (2 years)
Reinhart Partners, Inc.
2020 - 2021 (1 year)
Rock Ventures LLC
2019 - 2019 (1 year)
Northwestern Mutual
2018 - 2019 (1 year)
Dynamis Software Corporation
2017 - 2018 (1 year)
University of Wisconsin - Milwaukee
2017 - 2020 (3 years)
Enterprise Labor Services
2016 - 2017 (1 year)
Lansing Community College
2015 - 2016 (1 year)
Lansing Community College
2015 - 2016 (1 year)
Dunhams Sports
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Eugene S
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Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
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Matthew B
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