Courter Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,047,199
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
117
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
117
Average account size
$154,250
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed fees for financial planning vary from $100 to $2,000
$0 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $1,999,999: 1.00% $2,000,000+: 0.75%
$150 per hour for financial planning services
Fee-only: Financial planning fees charged hourly ($150/hour), monthly ($20-$500/month), or fixed fee basis ($100 to $2,000)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Courter Financial, LLC
Manteo NC, United States
Number of offices
2
Forms ADV
Quick links
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