Courter Financial offers investment management and financial planning services. For financial planning, Courter Financial gathers client information to assess financial goals and create a plan. For investment management, Courter Financial works with clients to create asset allocations that meet their needs. Asset management services may be provided on a discretionary or non-discretionary basis.
Assets Under Management$24M
Clients128
Advisors1
Avg. per Client$190K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable, but no client will pay more than 2% annually. Significant discounts are offered to associated persons and their friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...