AK
CFP
AK
CFP

Anthony Kure

13 Years of Experience

Anthony Kure is a CFP-designated registered investment advisor at Johnson Investment Counsel, INC., based in Cincinnati, OH, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,124 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
5,124 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$20.9B

Fee Structure

Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Some clients with established relationships prior to February 10, 2017, as well as some institutional accounts and family office accounts may be subject to a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3777 West Fork Road, Cincinnati, OH, 45247

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Johnson Investment Counsel, INC.
April 2018 - Present · 8 yrs
Previous Registrations
Johnson Investment Counsel, INC.
July 2017 - April 2018 · 9 mos
Magis Wealth Planning
April 2013 - April 2018 · 5 yrs
Mcdonald Investments INC.
December 2006 - February 2007 · 2 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
Anthony Kure - Financial Advisor | TrueAdvisor