Courage Korving Miller Partners (CKMP) provides investment advice, financial planning, and retirement plan consulting. CKMP tailors investment advice to each client's needs, considering factors like risk tolerance and financial goals. They may recommend independent investment managers. Financial planning services cover areas like retirement, education, and estate planning. CKMP also offers retirement plan services to plan sponsors.
Assets Under Management$53K
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$8.8K
Fee Structure
Planning is included in investment management (also available separately)
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 are negotiable for clients with over $5,000,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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