Kerux, LLC provides investment management, financial planning, and consulting services. Kerux manages portfolios for individuals, high-net-worth individuals and families, trusts, retirement plans, charitable organizations, corporations, and foundations. Kerux primarily invests in equities, mutual funds, and exchange-traded funds. Kerux also offers estate planning services through a partnership with EncorEstate Plans.
Assets Under Management$430M
Clients541
Advisors3
Avg. per Client$790K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Kerux, LLC charges an annual fee based on the value of your investments. The maximum annual fee is 2.05%. This fee is calculated each quarter, in advance, based on the value of your investments on the last business day of the previous quarter. Fees are negotiable.
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