Kure Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Kure Advisory provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and other business entities. Financial planning covers business, cash flow, estate, and retirement planning, among other areas. Investment management involves managing client assets through mutual funds, ETFs, individual securities, and independent investment managers. Kure Advisory tailors its services to each client's needs.

Assets Under Management$190M
Clients357
Advisors6
Avg. per Client$530K
Avg. per Advisor$32M

Fee Structure

Planning is included in investment management (also available separately)

Kure Advisory offers investment management services for an annual fee based on the value of your investments. The fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance.

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Location

6 Advisors at this firm

Kure Advisory, LLC | TrueAdvisor