Curi Capital offers a comprehensive range of financial services including wealth management, investment management, wealth builder services, financial planning, family office services, and retirement plan solutions. Curi Capital serves individuals, families, business owners, and institutional clients. The firm utilizes fundamental analysis and active management strategies across equity, fixed income, and multi-asset portfolios, and also provides access to private funds, mutual funds, third-party managers, and model portfolios. Wealth management clients receive personalized asset allocation and holistic financial planning that covers retirement, tax strategies, and estate planning. Wealth builder services focus on asset accumulation for clients through hands-on financial planning and investment strategies. Curi Capital also offers a subscription-based financial education offering called Curi Capital MD for younger medical professionals. The firm operates as a registered investment advisor, managing billions in assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.25% |
Wealth management fees generally range between 0.25% and 1.25% per annum. Specific strategy schedules vary (e.g. Core Equity ranges from 0.40% to 0.50%; Core Fixed Income ranges from 0.25% to 0.35%).