Courtney Dean is a registered investment advisor at Ecio, INC., based in Madison, WI, with 18 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $45.0M | 0.30% |
| $45.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Blended fee schedule. Cash Management Portfolio Advisory Fees: First $10,000,000 ($5,000 minimum fee) 0.25%, On the next $90 million 0.10%, Over $100 million 0.05%. The advisory fees paid directly by our clients as reflected in their invoice will not exceed 2% of assets under management at the time of their billing.
Fee Estimator
Location
821 E Washington Avenue, Suite 200, Madison, WI, 53703
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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 Activities
Courtney has equity incentive options tied to revenue growth. This activity is not investment-related.
Employment History
Current Registrations
Ecio, INC.
Previous Registrations
Hansberger Growth Investors, LP
Northroad Capital Management LLC
Madison Investment Advisors, LLC
Mfd Distributor, LLCBroker
Lazard Freres & CO. LLCBroker
State Registrations3 states
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