Sarah Ward

Curi Capital offers investment management services through Wealth Management and Asset Management.

Wealth Management fees range from 0.25% to 1.25% of your portfolio per year, charged quarterly in advance, with a $10,000 minimum annual fee ($2,500 per quarter). Some clients may not be subject to the minimum fee.

Wealth Builder fees are typically 1.25% of your portfolio, charged quarterly in advance, with a $2,500 minimum annual fee ($625 per quarter).

Asset Management fees vary by strategy. For Wealth Management clients, fees for separately managed accounts are charged in addition to the Wealth Management fee. For stand-alone separately managed accounts, fees range up to 1.00% of your portfolio per year and may be structured using breakpoints. Clients not receiving full-service Wealth Management or accessing strategies through a third-party platform will pay higher fees and be subject to higher account size minimums.

Private funds managed by Curi Capital are subject to management fees (0.5%-1.5% of the fund's net asset value) and potentially performance fees, as detailed in the fund's offering documents. Mutual funds also have management fees, as detailed in their prospectuses.