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About CURI CAPITAL
CURI CAPITAL is a leading financial advisory firm that offers expert guidance and personalized solutions to clients seeking to achieve their financial goals. With a team of experienced and knowledgeable advisors, CURI CAPITAL helps individuals, families, and businesses make informed financial decisions that align with their unique needs and objectives. Through its comprehensive services and commitment to client success, CURI CAPITAL has established a reputation as a trusted and reliable financial partner.
How does CURI CAPITAL help clients – Key Takeaways:
CURI CAPITAL helps its clients in a variety of ways, including:
- Creating a personalized financial plan tailored to each client’s unique goals and circumstances
- Offering objective and unbiased advice on investment, retirement, tax, and estate planning
- Implementing and monitoring investment strategies designed to maximize returns and minimize risk
- Providing ongoing financial education and support to help clients make informed decisions
Facts and Insights
CURI CAPITAL has been in business for over 20 years, serving clients throughout the United States. It currently manages over $1 billion in assets and has a team of more than 50 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50+ | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Funding
- Charitable Giving
- Business Succession Planning
Client Types
CURI CAPITAL serves a diverse range of clients including:
- Individuals and families
- High-net-worth individuals
- Business owners and executives
- Retirees
- Trusts, foundations, and endowments
- Corporate retirement plans
Fees & Compensation
CURI CAPITAL is a fee-only advisor, which means it does not earn commissions from the sale of financial products. Instead, clients pay a transparent and competitive fee for the services they receive, ensuring that the firm’s interests are fully aligned with the clients’ best interests. The fee structure is based on a percentage of assets under management, with fees decreasing as the assets under management increase.
Background
The advisors at CURI CAPITAL are highly qualified professionals with extensive experience in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse skill set allows the team to offer comprehensive and well-rounded financial advice to clients.
Financial Advisor Disclosures to Know
CURI CAPITAL believes in full transparency and provides all necessary disclosures to clients, including:
- Any potential conflicts of interest that may arise
- Compensation and fee structure
- Disclosure of any affiliations or relationships with other financial institutions
- Past disciplinary actions or complaints
- Client rights and responsibilities