Courier Capital offers customized investment management services to individuals, banking institutions, charitable endowments, and pension plans. Services include investment management and consultation, financial planning, portfolio management, pension consultation, and selection of other services. Courier Capital invests client assets in various allocations and types of securities, including mutual funds, ETFs, stocks, bonds, commodities and/or real estate.
Fee Structure
Courier Capital's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 1.50% annually. The specific fee depends on factors like the amount and types of assets managed, the number of accounts, the length of the relationship, and the advisory service selected.