MC
MC

M Couture

19 Years of Experience
Sarasota, FL
May Earn CommissionSells Insurance

M Couture is a registered investment advisor at Couture Financial INC., based in Sarasota, FL, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 47 clients with $27M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
47 clients
Average Client Portfolio
$581K average
Assets Under Management
$27.3M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.5M1.00%
$3.5M+0.90%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 2nd St., Suite 881, Sarasota, FL, 34236-5988

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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 ActivitiesSells Insurance

M has been an independent insurance agent for various insurance companies since 2009, selling and servicing insurance products. This involves a few hours per week.

Employment History
Current Registrations
Couture Financial INC.
May 2006 - Present · 20 yrs
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
M Couture - Financial Advisor | TrueAdvisor