Curi Capital offers wealth management, asset management, retirement plan solutions, wealth builder, and family office services. Wealth Management provides financial planning and investment implementation. Asset Management offers investment solutions through separately managed accounts, private funds, mutual funds, and model portfolios. Retirement Plan Solutions provides consulting services to employer organizations. Wealth Builder provides foundational financial planning. Family Office Services provides customized financial planning and investment services to multi-generational clients.
Fee Structure
Curi Capital offers investment management services through Wealth Management and Asset Management.
Wealth Management fees range from 0.25% to 1.25% of your portfolio per year, charged quarterly in advance, with a $10,000 minimum annual fee ($2,500 per quarter). Some clients may not be subject to the minimum fee.
Wealth Builder fees are typically 1.25% of your portfolio, charged quarterly in advance, with a $2,500 minimum annual fee ($625 per quarter).
Asset Management fees vary by strategy. For Wealth Management clients, fees for separately managed accounts are charged in addition to the Wealth Management fee. For stand-alone separately managed accounts, fees range up to 1.00% of your portfolio per year and may be structured using breakpoints. Clients not receiving full-service Wealth Management or accessing strategies through a third-party platform will pay higher fees and be subject to higher account size minimums.
Private funds managed by Curi Capital are subject to management fees (0.5%-1.5% of the fund's net asset value) and potentially performance fees, as detailed in the fund's offering documents. Mutual funds also have management fees, as detailed in their prospectuses.