Curi Rmb Capital, LLC
Assets Under Management
$9.8B
Number of Clients
2,786
Number of Advisors
91
Average Client AUM
$3.5M
AUM per Advisor
$108.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Curi Capital offers Wealth Management, Asset Management, Retirement Plan Solutions, Wealth Builder, and Family Office Services. Wealth Management provides financial planning and discretionary investment implementation. Asset Management offers investment solutions through separately managed accounts, private funds, mutual funds, and model portfolios. Retirement Plan Solutions provides non-discretionary advisory services to employer organizations.
Fee Structure
Fees vary based on services provided and can take the form of an annual fee calculated as a percentage of assets under management. Wealth Management fees range from 0.25% to 1.25% annually, with a $10,000 minimum per year. Wealth Builder fees are typically 1.25% of assets under management with a $2,500 minimum per year. Financial planning fees can be fixed, hourly, or percentage-based. Clients may also incur additional fees such as brokerage commissions, transaction fees, and fund expenses.
Areas of Practice
Location
One North Wacker Drive, Suite 3500, Chicago, IL, 60606