Curated Wealth Partners offers tailored investment advice to ultra-high-net-worth individuals and families, covering various asset classes, including public and private markets. Services include holistic advisory, portfolio construction, manager selection, ongoing monitoring, and private market & real estate investing. Curated Wealth Partners manages accounts on both a discretionary and non-discretionary basis.
Assets Under Management$1.4B
Clients46
Advisors5
Avg. per Client$31M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm can charge a fixed fee in addition to, or in lieu of, the asset-based fee where it better aligns the fee with the services provided. This alternative fee schedule may be used for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.)
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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