Margin

Margin (CRD# 290094) is a financial advisory firm headquartered in Denver, CO. They manage $60,406,000 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
501 S Cherry St Suite 1100, Denver, CO 80246
https://www.linkedin.com/in/ericmcourage/
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $444,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Margin
Showing 1 - 1 of 1 top financial advisors.
1
Eric Courage , financial advisor Denver CO
Eric M. Courage
CRD#: 5513725
501 S Cherry St Suite 1100, Denver, CO 80246

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).

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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