Margin

Margin (CRD# 290094) is a financial advisory firm headquartered in Denver, CO. They manage $40,954,406 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • 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

Financial Advisors at Margin
Showing 1 - 2 of 2 top financial advisors.
1
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).
2
Sara A. Arnold
CRD#: 7234702
501 S Cherry St Suite 1100, Denver, CO 80246

Sara Arnold (CRD# 7234702) is an Investment Advisor Representative working at Margin in Denver, CO and has over 2 years of experience in the finance industry.

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