Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Schedule is negotiable and may be reduced or waived at the sole discretion of the advisor under certain circumstances.
Fee Estimator
Court Place Advisors charges fees for Investment Management Services based on assets under management, billed quarterly in advance. The annual fee schedule is: 1.50% for $0 - $250,000, 1.25% for $250,001 - $1,000,000, and 1.00% for $1,000,001 and up. This fee schedule is negotiable. Financial Planning Services range from $500 to $2,000 per project, also charged quarterly in advance. Brokerage commission fees are charged to the client's account in addition to the management fee.
Areas of Practice
Advisor Information
Office location
Naples, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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