Eric Courage is a CFP-designated registered investment advisor at Margin, based in Denver, CO, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, Cross-Border Planning, Financial Planning & Coaching, and 5 more. Their firm serves 29 clients with $68M 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.05% |
The asset-based fees described above are “blended”, meaning that the percentage rates are applied to each corresponding range of assets, resulting in a combined fee.
Fee Estimator
Contact
Eric Courage
Location
501 S Cherry St Suite 1100, Denver, CO, 80246
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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
Eric owns a rental property, dedicating minimal time to it. He also owns Make Yourself, LLC, where he works as a start-up/entrepreneur coach for about 10-20% of his time.
Employment History
Current Registrations
Margin
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations2 states
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.