Koury Capital Management LLC provides investment management services to individuals and small corporations. The firm creates a written Investment Policy Statement to understand each client's risk tolerance, income needs, and growth objectives. Portfolios are built with individual stocks and bonds, and accounts are monitored regularly.
Assets Under Management$48M
Clients15
AdvisorsN/A
Avg. per Client$3.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
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