Paul Coury is a registered investment advisor at The Coury Firm, based in Pittsburgh, PA, with 37 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 250 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coury Firm Asset Management charges an annual fee based on a percentage of your portfolio. The exact percentage (up to 2.00%) depends on factors like the complexity of your situation, the amount you invest, and the types of investments in your account. The firm requires a minimum annual fee of $30,000 for investment advisory services and basic wealth planning and coordination services. If your portfolio doesn't generate that much in fees, you can pay the difference to reach the minimum.
Location
260 Forbes Avenue, Suite 1600, Pittsburgh, PA, 15222
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Paul is the principal and sole proprietor of The Coury Firm LLC, where he offers insurance products as an independent agent and is licensed in multiple states for life and health insurance, taking about 10-20% of his time. He also owns PDC Management, Inc., an S corp set up for tax purposes, and Coury Interior Design, and works as an independent contractor for Coury Firm Business Advisory LLC.
Employment History
Current Registrations
The Coury Firm
Previous Registrations
Coury Investment Advisors, INC.
Coury Investment Advisors, INC.
Fsc Securities CorporationBroker
Guardian Investor Services CorporationBroker
Multi-Financial Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.