Course Management Investment Advisors (CMIA) offers portfolio management and financial planning services tailored to individual client goals, risk tolerance, and time horizon. CMIA creates an Investment Policy Statement for each client. CMIA generally invests in mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs. CMIA does not participate in wrap fee programs.
Assets Under Management$100M
Clients161
Advisors3
Avg. per Client$620K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...