Rebecca Westervelt is a registered investment advisor at Courier Capital, LLC, based in Buffalo, NY, with 4 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,218 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Courier Capital's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 1.50% annually. The specific fee depends on factors like the amount and types of assets managed, the number of accounts, the length of the relationship, and the advisory service selected.
Location
1114 Delaware Avenue, Buffalo, NY, 14209-1604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Courier Capital, LLC
Previous Registrations
Hnp Capital LLC
State Registrations1 state
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