Coury Firm Asset Management manages investment portfolios and provides comprehensive multi-family office wealth planning services for high-net-worth individuals, families, trusts, private foundations, and retirement plans. The firm builds customized portfolios using a mix of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments like private equity and real estate, operating on both a discretionary and non-discretionary basis. In addition to investment management, Coury Firm Asset Management offers extensive family office services including trust and estate planning, family governance, tax assistance, risk management, and philanthropic planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee varies up to a maximum of 2.00% based on account complexity, portfolio style, and composition. The firm enforces a minimum annual fee of $30,000 for investment management and basic wealth planning.