Course 26 offers investment management services to individual client accounts and a pooled investment fund. They gather information about client goals and risk tolerance to create tailored investment strategies. Course 26 buys and sells securities, monitors portfolios, and reports to clients. The firm may recommend that clients invest in its affiliated pooled investment vehicle.
Assets Under Management$56M
Clients27
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...