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Our Process & Pricing

Working with Us 

Our process is the foundation of our relationship. We walk together as we develop a clear, personal, practical plan uniquely designed for your situation. This is what you can expect when you become part of the Curo Private Wealth family.

Pricing

There is no investment or net worth minimum for financial planning services. We are retained by clients through an annual agreement that covers a customized review of financial position, goals/needs, specific recommendations, and access to an online account aggregation dashboard. This engagement covers all meetings and phone calls. We price our financial planning services in a range from $2,500-$10,000/year depending on situation and complexity.

We price our investment management services depending on the value of investable assets under our advisory. Our tiered pricing structure is below and is billed quarterly directly from the account(s) we manage.

  • First $2,000,000: 1%/year (0.25%/quarter)
  • $2,000,000 - $5,000,000: 0.75%/year (0.19%/quarter)
  • $5,000,000-$10,000,000: 0.50%/year (0.13%/quarter)
  • Above $10,000,000: negotiable

Minimum annual engagement: $4,000

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