Robert Coury is a registered investment advisor at First Hedge Capital Management, based in Delaware, OH, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 40 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Hedge Capital Management offers asset management services for a fee based on the value of your portfolio.
Separately Managed Accounts: The annual fee is 2.00% of your portfolio. Performance-based fee accounts are available to qualified clients, with a performance fee of up to 10% on investment returns exceeding an annualized 0% rate.
Sub-advisory Accounts:
- Clients with under $250,000: 1.50% per year
- Clients with between $250,000 and $1,000,000: 1.0% per year
- Clients with over $1,000,000: 0.75% per year
First Hedge Pooled Investment Vehicle LLC (the Fund): The annual fee is 3.00% of your portfolio.
These fees do not include brokerage commissions, transaction fees, and other related costs and expenses. The fees are deducted daily by the custodian.
Location
Delaware, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert has investments in First Hedge LLC, which holds publicly traded securities, and Hedge Properties LLC, which holds rental properties. These investment-related activities take about 10-20% of his time.
Employment History
Current Registrations
First Hedge Capital Management
State Registrations1 state
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