Curât Global offers investment advice on global assets to individuals and their families. Services range from consulting on specific investments to managing portfolios and complete asset allocation. Curât Global works directly with clients and collaborates with their other advisors (attorneys, accountants, etc.) to ensure investment strategies align with their overall financial goals. The firm focuses solely on investment management and does not engage in other financial activities that could create conflicts of interest.
Assets Under Management$120M
Clients14
AdvisorsN/A
Avg. per Client$8.4M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and unique for each client. The fee is generally less than 1% of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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