Gregg Coury is a registered investment advisor at The Coury Firm, based in Pittsburgh, PA, with 28 years of industry experience. Gregg 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
Gregg is involved in several outside business activities, including being a board member of the Robert J Coury Family Foundation, Vice Chairman of E'O Management LLC, and owner of Eleventh Records, LLC. He is also the CEO of The Coury Firm LLC and Coury Firm Business Advisory LLC, and offers insurance products as an independent agent, dedicating a few hours per week to this.
Employment History
Current Registrations
The Coury Firm
Previous Registrations
Coury Investment Advisors, INC.
Coury Investment Advisors, INC.
Fsc Securities CorporationBroker
Guardian Investor Services CorporationBroker
State Registrations4 states
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