Kure Advisory, LLC

Kure Advisory, LLC is a registered investment adviser based in Plymouth, Minnesota, offering financial planning, consulting, and investment management services. The firm was established in November 2020 and is owned by Income Planning Group. As of December 31, 2024, Kure Advisory manages $190,723,496 in assets on a discretionary basis. Clients can engage the firm for financial planning, investment management, and consulting services, with fees ranging from $500 to $10,000 based on the scope of services. Investment management fees vary between 0.50% to 1.50% annually, prorated and charged quarterly. The firm primarily allocates client assets among various financial instruments, including mutual funds, ETFs, individual securities, and annuities, tailored to meet individual client needs and objectives. Kure Advisory may engage Independent Managers to manage client assets, with due diligence conducted to align with client objectives. The firm exercises investment discretion on behalf of clients, with the authority to make decisions on securities, amounts, timing, and manager selection. Kure Advisory recommends the use of Charles Schwab & Co., Inc. for custody and brokerage services, with a focus on obtaining best execution for client transactions. Clients receive regular account reviews and statements from custodians. The firm does not vote on client securities or have any disciplinary events.