Courage Miller Partners manages investment portfolios and provides financial planning and retirement consulting services for individuals, high-net-worth clients, businesses, and retirement plans. Courage Miller Partners tailors portfolios to each client's specific goals, risk tolerance, and liquidity needs using stocks, bonds, mutual funds, and exchange-traded funds. Clients can choose to have Courage Miller Partners manage their investments with full trading authority or require approval before each trade. In addition to investment management, Courage Miller Partners offers standalone financial planning covering tax, estate, and insurance planning, as well as cash flow analysis.
Fee Structure
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 are negotiable in limited circumstances at Courage Miller Partners' discretion. Related accounts may be aggregated to reduce overall fees.