Eric Courage , financial advisor Denver CO

Eric Courage

CRD Number: 5513725
Current Firm: Margin
Compensation Model: Fee Only

MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation

 

MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.

 

We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.

 

What investment and financial planning services do you provide?

  1. Financial Vision, Cash Flow Planning, and Net Worth Review;
  2. Tax Preparation, Projections, Proactive Strategic Tax Planning, and Minimization;
  3. Investment Portfolio Analysis and Implementation;
  4. Financial Independence and Pre-Retirement Planning;
  5. Primary Residence Liabilities Review, Optimization, and Tradeoffs;
  6. Start-up & Corporation Benefit Reviews: Insurance, Employee Equity Compensation and others;
  7. Charitable and College and Education Planning;
  8. Packaged Product Analysis, Trade-offs, and Recommendations;
  9. Advocate in communication with Attorney, and/ or Insurance Broker;
  10. Small Business and Entrepreneur Services: Coaching, Consulting and Exit Planning;
  11. Small Direct Investment Property Analysis and Review;
  12. Expatriate/International Coordination of Investments and Taxes; and
  13. Assistance with estate planning (MARGIN provides context on why estate planning is important, and high-level guidance; authoring of legal documents completed by an attorney chosen by the client).
CONTACT
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Professional Designations
Company Name Location Dates Years
Margin, LLC Greenwood Village, CO Jan 2018 - Current 4
U.s. Bancorp Investments, Inc. Arvada, CO Jan 2016 - Dec 2017 1
Transamerica Denver, CO Aug 2014 - Jan 2016 1
Unemployed Centennial, CO Feb 2014 - Jul 2014 < 1
Healthcare Appraisers, Inc. Castle Rock, CO Dec 2012 - Jan 2014 1
U.s. Bancorp Investments, Inc. Broomfield, CO Jun 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
S63 Uniform Securities State Law Examination Feb 2016
Contact Info for Eric M. Courage
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $481,817
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

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