Coury Firm Asset Management offers investment advice and wealth planning to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, and retirement plans. The firm advises on a range of investments, including equities, fixed income, hedge funds, private credit, private equity, real estate, and direct investments. They also serve as a multi-family office, providing strategy and planning related guidance.
Fee Structure
Coury Firm Asset Management charges an annual fee based on a percentage of your portfolio. The exact percentage (up to 2.00%) depends on factors like the complexity of your situation, the amount you invest, and the types of investments in your account. The firm requires a minimum annual fee of $30,000 for investment advisory services and basic wealth planning and coordination services. If your portfolio doesn't generate that much in fees, you can pay the difference to reach the minimum.