Kure Advisory, LLC
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Learn more about Kure Advisory, LLC
Kure Advisory, LLC is an advisory firm based in Minneapolis, Minnesota. Kure Advisory, LLC has $240.8 million in total assets across 1,479 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Kure Advisory, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as bonds, options and equities.
Kure Advisory, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring client authorization. The firm administers about $162,806 in assets for each client account. The average financial advisor at Kure Advisory, LLC administers about 296 client accounts.
The firm's headquarters is at 15600 36Th Avenue North, Minneapolis, Minnesota 55446. It is legally registered to provide services to customers throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Kure Advisory, LLC by the Numbers
Products and Services
Kure Advisory, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the past fiscal year, the company provided 500 of its customers with financial planning services. The company does not sell products or offer services apart from investment advisory services to its investment advisory clients. Kure Advisory, LLC also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial management largely are based on the type of financial services offered. Fees billed by the firm can be comprised of some combination of the following fee structures: asset-based or fixed. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Kure Advisory, LLC provides services to retail investors and high net worth investors. Out of its 1,479 customers, Kure Advisory, LLC's biggest client by number of accounts is retail investors, though it also manages money for 95 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 16.41%
- Other Individuals - 83.59%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Kure Advisory, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Kure Advisory, LLC
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