Cura Wealth Advisors offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. As a fiduciary, Cura Wealth is legally required to act in the client's best interest. The firm offers comprehensive portfolio management, financial planning, and consulting services. They may use third-party investment advisors to implement investment portfolios.
Assets Under Management$530M
Clients172
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...