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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Margin
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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).
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