Curi Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$100/mo

“The monthly subscription for Curi Capital MD is $100 per month.”

Quarterly fee

$2,500/qtr

“These fees are charged quarterly in advance with a minimum fee of $10,000 per year ($2,500 per quarter).”

Annual fee

$10,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Curi Capital, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Such fees are generally charged quarterly, in advance, based upon the amount of assets under management at the beginning of each quarter, but may be charged in arrears or on an alternative schedule, in accordance with the applicable client agreement.”
• “In the event of termination during a billing period, the client is entitled to a pro rata refund of that portion of the fee for the remaining balance of the billing period if fees were paid in advance.”
• “The following paragraphs describe the fees payable to Curi Capital.”

How Curi Capital, LLC’s fees compare

• Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
• 15 of the 25 other planners in Chicago that publish an annual fee charge less.

About Curi Capital, LLC

• Firm size: 180 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Physicians and dentists

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

2,865

Employees

180

Works with

Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$11,582,602,449

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134249

Website

facebook.com/curicapital1 (opens in new tab)

Phone

(312) 993-5800

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Chicago that publish fees

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• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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