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- Custodian
- Charles Schwab & Company · Transamerica · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
About Margin
Margin is a Denver-based wealth management firm with a strong emphasis on tax minimization planning for C-level executives and ultra-high-income professionals. It targets improved after-tax returns and lifetime tax savings, building portfolios that skew heavily to ETFs and public funds (including custody at Charles Schwab). Prospects can start with the same RightCapital planning tool used by its CFP® professionals, and the founder publishes education on YouTube.
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Custodian
Investment Themes
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Owner & Executives
ERIC MICHAEL COURAGE
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #5513725
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,699,887 | -- |
| Non-Discretionary | $1,090,000 | -- |
| Total | $66,789,887 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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