Couric Financial offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, endowments, and businesses. Couric Financial creates investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds. They also offer financial planning services covering investment, retirement, education, and insurance needs. Couric Financial may refer clients to other professionals like accountants and attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable. Automated Investment Portfolios –Fees are 0.65% annually. Accounts with American Funds are subject to an asset-based fee of 0.25% annually which may be negotiable. Accounts with Eaton Vance are subject to an asset-based fee of 0.50% annually which may be negotiable.