KYUR offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. KYUR creates an investment policy statement and uses mathematical algorithms and quantitative screens to assess risk tolerance and formulate investment advice. KYUR may also act as a subadvisor to other advisory firms. KYUR primarily recommends ETFs and U.S. equities.
Assets Under Management$11M
Clients15
Advisors2
Avg. per Client$710K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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