Couture Financial offers investment management tailored to your goals and risk tolerance, using mutual funds, stocks, bonds, exchange-traded funds (ETFs), and other investments. They also provide financial planning services, including tax, retirement, and estate planning. Couture Financial may recommend a sub-advisor to manage your portfolio, ensuring they are properly registered. Clients must sign a financial planning contract before engaging Couture Financial for financial planning services.
Assets Under Management$27M
Clients47
Advisors2
Avg. per Client$580K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M+ | 0.90% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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