WG
WG

William Henry Gurney

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,218 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

1114 Delaware Avenue, Buffalo, NY, 14209-1604

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
February 2016 - Present · 10 yrs
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.