Curio Wealth provides investment advisory services, including financial planning and consulting. They work with individuals, trusts, estates, and small businesses, offering personalized financial planning and investment management. Curio helps clients with financial objectives, cash flow, tax planning, insurance, investment management, education funding, retirement, and estate planning. They primarily invest in no-load mutual funds and exchange-traded funds (ETFs).
Assets Under Management$380M
Clients347
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
The Advisory Service Agreement fee is generally negotiable. As a result, similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
