Courseview Capital provides investment management services to individuals and small businesses. The firm manages investment portfolios on a discretionary basis. They are compensated based on a percentage of the assets they manage and fixed fees.
Assets Under Management$3.1M
Clients6
Advisors1
Avg. per Client$520K
Avg. per Advisor$3.1M
Fee Structure
Investment management only (planning not offered)
Courseview Capital manages investments for a percentage of the value of your portfolio. They also charge fixed fees. The specific fees are not detailed in this brochure.
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