Courage Korving Miller Partners provides investment management, financial planning, and consulting services to individuals and families. The registered investment advisor builds tailored investment portfolios using stocks, bonds, mutual funds, and exchange-traded funds, and can also work with independent portfolio managers. When managing investments, Courage Korving Miller Partners considers each client's specific goals, risk tolerance, and time horizon, and provides ongoing portfolio monitoring. For standalone needs, the firm offers financial planning covering budgets, retirement goals, estate reviews, and tax strategies. Courage Korving Miller Partners also provides consulting services for retirement plan sponsors.
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 for accounts of $5,000,000 and greater are negotiable. Cash positions are included in assets under management.