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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$713K average
Assets Under Management
$10.7M
Fee Structure
Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $300,000 portfolio would cost $3,000 per year. These fees are generally negotiable. There is an account minimum of $25,000 or higher depending on the portfolios, which may be waived by KYUR in its discretion.
Areas of Practice
Investment Management
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Advisor Information
Office location
Newport Beach, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kyur, INC.
January 2017 - Present · 9 yrs
Previous Registrations
Neuberger Berman LLC
August 2015 - December 2016 · 1 yr 4 mos
Neuberger Berman LLC Broker
May 2014 - December 2016 · 2 yrs 7 mos
Neuberger Berman Management LLCBroker
May 2014 - June 2016 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.