Courtside Wealth Partners is a fee-only registered investment advisor that provides investment management and financial planning services. Courtside Wealth Partners works with clients to develop a financial plan and manage their investment portfolio based on their individual needs and goals. Courtside Wealth Partners may recommend third-party professionals such as attorneys, accountants, and insurance agents.
Assets Under Management$2.7M
Clients6
Advisors1
Avg. per Client$460K
Avg. per Advisor$2.7M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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