Janice Fier is a CFP-designated registered investment advisor at Couloir Wealth Advisors, INC., based in Welch, MN, with 9 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 14 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual advisory fee is negotiable.
Fee Estimator
Contact
Janice Fier
Location
Welch, MN
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Janice is the treasurer of the North Central Reining Horse Association, a non-profit, spending a few hours per week on bookkeeping and financial statements. She also owns and manages Spirit Ridge Ranch, LLC, boarding horses and cattle and leasing cropland, dedicating a few hours per week to animal husbandry.
Employment History
Current Registrations
Couloir Wealth Advisors, INC.
Previous Registrations
Bluprint Financial, LLC
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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.