Court Place Advisors LLC
Assets Under Management
$375.9M
Number of Clients
284
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$94.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Court Place Advisors, LLC (CPA) offers investment advisory services tailored to individual client needs. Services include Investment Management and Financial Planning. CPA assists clients in establishing accounts with Fidelity Investments or Charles Schwab. They also provide educational seminars and workshops free of charge.
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
Location
3300 North Ridge Road, Suite 345, Ellicott City, MD, 21043