Assets Under Management
$375.9M
Number of Clients
284
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$94.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Court Place Advisors, LLC (CPA) offers investment advisory services tailored to individual client needs. Services include Investment Management and Financial Planning, offered on a fee basis (fixed, hourly, or AUM). CPA assists clients in establishing accounts with Fidelity or Schwab, which act as custodians. CPA may provide Financial Planning Services including Business Planning, Cash Flow and Debt Management, College Savings, Estate Planning, Investment Analysis, Retirement Planning, and Tax Planning Strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedule is negotiable.
3300 North Ridge Road, Suite 345, Ellicott City, MD, 21043