Couleur Investments manages securities portfolios based on client goals, objectives, investment experience, and risk tolerance. The firm uses a top-down method, considering domestic and world economies, politics, market conditions, and sector analysis to customize portfolios. Couleur Investments also provides standalone financial planning and consulting services, including investment, retirement, estate, charitable, education, tax, real estate, mortgage/debt, and insurance analysis.
Assets Under Management$18M
Clients62
Advisors1
Avg. per Client$280K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $5.0M | 1.50% |
| $5.0M - $50.0M | 2.00% |
| $50M+ | 2.50% |
There is an initial one-time setup fee of $250 for assets of $0-100,000. Total fees charged by all parties (broker dealer included) will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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