Curated Capital & Planning (CCP) offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. CCP also offers comprehensive and project-based financial planning. Investment management involves creating and managing tailored investment portfolios based on client goals and risk tolerance.
Assets Under Management$6.9M
Clients31
Advisors1
Avg. per Client$220K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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