Keturi Investment Management provides ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. Keturi evaluates current investments and requires authority to make trades without prior permission. Keturi generally invests in equities, non-U.S. securities, fixed income securities, and money market accounts. Keturi may also provide second opinions on other portfolios.
Assets Under Management$69M
Clients13
Advisors3
Avg. per Client$5.3M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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