Curio Wealth provides discretionary investment management and personalized financial planning services to individuals, trusts, estates, and small businesses. Curio Wealth builds portfolios primarily using no-load mutual funds, exchange-traded funds, individual equities, and bonds, with a focus on matching clients' goals, risk tolerance, and tax needs. As part of their wealth management services, Curio Wealth addresses cash flow management, retirement planning, tax planning, estate planning, and insurance reviews. Clients can choose ongoing investment management, project-based financial planning, or fixed annual retainer arrangements. Curio Wealth emphasizes a holistic approach, coordinating with other professionals like lawyers and accountants when needed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Fees are generally negotiable. There is an annual minimum fee requirement of $4,000.
