Robertino Coury is a registered investment advisor at Linepoint Partners & CO., based in Los Angeles, CA, with 12 years of industry experience. Robertino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LinePoint Partners charges an advisory fee calculated as a percentage of the total market value of the assets managed. Financial advisors set their own advisory fees, but the maximum advisory fees cannot exceed 2.00% of the total portfolio assets. Fees are negotiated on an individual basis. In addition to the advisory fee, LinePoint imposes a Platform Fee equal to forty percent (40%) of the client's advisory fee.
Location
2121 Avenue of the Stars, Suite 2900, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robertino is the CEO and Manager of E'O Management, LLC, a family office, dedicating about 10-20% of his time. He also holds management and director roles in Coury Capital Management LLC, P.I. Gateway SPC Ltd., and TCF GP LLC, spending minimal time on each.
Employment History
Current Registrations
Linepoint Partners & CO.
Previous Registrations
The Coury Firm
Coury Investment Advisors, INC.
Coury Investment Advisors, INC.
Fsc Securities CorporationBroker
State Registrations4 states
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