Kyur, INC.
Assets Under Management
$10.7M
Number of Clients
15
Number of Advisors
2
Average Client AUM
$713K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)
About This Firm
KYUR, Inc. provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and use proprietary mathematical algorithms and quantitative screens to appraise risk tolerances. KYUR may also act as a subadvisor to unaffiliated third-party advisers.
Fee Structure
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
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
Location
CA, United States