KYUR, Inc. provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. KYUR creates a personalized investment policy statement for every client and requests the authority to make trades without asking first. To build and monitor portfolios, KYUR relies on quantitative screens, behavioral economics, and modern portfolio theory, focusing primarily on exchange-traded funds and individual U.S. equities while also utilizing fixed income, real estate funds, and alternative investments when appropriate. KYUR serves individuals, high-net-worth clients, pension plans, corporations, and other institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are generally negotiable. The first tier is extended down to $0 from the stated $100,000 minimum based on standard schedule conventions.