Courier Capital, LLC offers tailored investment management and financial planning services to individuals, high-net-worth clients, charitable endowments, and retirement plans. Operating from multiple offices in New York, Florida, and Pennsylvania, Courier Capital manages portfolios using a disciplined asset allocation approach across traditional asset classes like stocks and bonds, as well as alternative investments and mutual funds. The firm typically has discretionary authority to manage portfolios according to each client's unique risk tolerance and goals. In addition to investment management, Courier Capital provides retirement planning, individual financial planning, and investment consulting services. Courier Capital is wholly owned by Financial Institutions, Inc. and is affiliated with Five Star Bank.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0% to 1.50% based on the amount and types of assets managed, number of accounts, and strategy selected. Fees are negotiable.