EB
EB

Ella Bourne

19 Years of Experience
Suffolk, VA

Ella Bourne is a registered investment advisor at Courage Korving Miller Partners, LLC, based in Suffolk, VA, with 19 years of industry experience. Ella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$53K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.80%

Fees are negotiable for clients with over $5,000,000 in assets under management.

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

1510 Breezeport Way, Suite 800, Suffolk, VA, 23435-3758

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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
Courage Korving Miller Partners, LLC
October 2022 - Present · 3 yrs 6 mos
Korving & Company LLC
January 2010 - Present · 16 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2006 - February 2010 · 3 yrs 3 mos
State Registrations2 states
NCVA
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.
Ella Bourne - Financial Advisor | TrueAdvisor