Course Management Investment Advisors provides ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and evaluates current investments to align with risk levels. Portfolio management services include investment strategy, asset allocation, asset selection, risk tolerance assessment, and regular portfolio monitoring. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate investment trusts, insurance products including annuities, equities, exchange-traded funds, treasury inflation-protected or inflation-linked bonds, and private placements. Course Management Investment Advisors manages accounts on a discretionary basis, meaning the team has the authority to select securities and execute transactions without prior permission for each trade.
Fee Structure
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.