John Couleur is a registered investment advisor at Couleur Investments, based in Wilmette, IL, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 62 clients with $18M 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 $100K | 2.00% |
| $100K - $5.0M | 1.50% |
| $5.0M - $50.0M | 2.00% |
| $50M+ | 2.50% |
There is an initial one-time setup fee of $250 for assets of $0-100,000. Total fees charged by all parties (broker dealer included) will not exceed 3% of assets under management per year.
Fee Estimator
Location
Wilmette, IL
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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 →Employment History
Current Registrations
Couleur Investments
State Registrations4 states
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