William Gurney is a registered investment advisor at Courier Capital, LLC, based in Buffalo, NY, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,218 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Courier Capital's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 1.50% annually. The specific fee depends on factors like the amount and types of assets managed, the number of accounts, the length of the relationship, and the advisory service selected.
Location
1114 Delaware Avenue, Buffalo, NY, 14209-1604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a partner in two real estate LLCs formed in 1990 and 1992, dedicating minimal time to these entities. He is an owner, but managers handle the properties.
Employment History
Current Registrations
Courier Capital, LLC
State Registrations2 states
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