Couillard Capital provides investment management services on both a discretionary and non-discretionary basis. They also offer services to retirement plans and financial planning and consulting services. Financial planning includes a full financial plan or consultation services on individual topics. Couillard Capital creates investment strategies tailored to each client's goals and objectives.
Assets Under Management$500K
Clients9
Advisors1
Avg. per Client$56K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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