Courage Miller offers investment advice, retirement plan consulting, and financial planning to individuals, high net worth individuals, charities, corporations, pensions, and profit-sharing plans. Investment advisory services are offered on a fee-only basis, either with or without Courage Miller making the trades. Financial planning covers tax, estate, and insurance matters. Courage Miller also provides retirement plan services to plan sponsors. Clients are responsible for notifying Courage Miller of any changes to their financial situation or investment objectives.
Assets Under Management$420M
Clients230
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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