Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $5.9 million
Fee Disclosure
Source: COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Stated Minimum Annual Fee: $30,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $30,000 | 3.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 52.10%
- Number of High-Net-Worth Clients
- 117
- Total Client Accounts
- 1,031
- Discretionary Accounts
- 717
- Non-Discretionary Accounts
- 314
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 289145
- COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗