Assets Under Management

$3.1B

Number of Clients

2,218

Number of Advisors

12

Average Client AUM

$1.4M

AUM per Advisor

$257.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Courier Capital, LLC is a registered investment adviser offering customized investment management, financial planning, portfolio management, pension consultation, and other services. They serve individuals, banking institutions, charitable endowments, and pension plans, utilizing an asset allocation approach and various securities instruments. The firm also provides retirement plan services and investment consulting services.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

1114 Delaware Avenue, Buffalo, NY, 14209-1604

12 Advisors at this firm