Furrier and Crown Investments, LLC

Fee-Only (% of Portfolio)

Furrier and Crown Investments provides investment advice to the K4 Growth, LP fund, which invests in securities. The fund seeks absolute returns by investing in the S&P 500 index, U.S. equities, exchange traded funds, equity options, and other equity index options. Furrier and Crown Investments does not provide tailored investment advice to individual investors in the fund.

Assets Under Management$400K
Clients1
Advisors1
Avg. per Client$400K
Avg. per Advisor$400K

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Furrier and Crown Investments provides investment management services to the K4 Growth, LP fund. The firm charges a management fee of 1.5% annually, assessed monthly. Furrier and Crown Investments also receives a performance-based fee equal to 20% of the net capital appreciation allocated to each investor in the fund each quarter, subject to a loss carry-forward provision.

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Location

1 Advisors at this firm