Couloir Wealth Advisors offers investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. They also provide financial planning services on a project basis or ongoing engagement, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Couloir is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$5.3M
Clients14
Advisors2
Avg. per Client$380K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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