Court Place Advisors LLC

Court Place Advisors, LLC is an investment advisor firm established in 1998, offering Investment Advisory services such as Investment Management and Financial Planning. Clients can expect services on a fee basis, including fixed fees, hourly fees, and fees based on assets under management. Investment Management involves continuous advice tailored to individual client needs, with transactions executed through Fidelity Investments or Charles Schwab & Co., Inc. Financial Planning services encompass various areas like Retirement Planning and Tax Planning Strategies, with negotiable fees based on service scope. The firm also provides free educational seminars and workshops. Clients have discretion over decisions and can reject recommendations. The firm's assets under management as of December 31, 2024, totaled $375,882,522. Fee structures are tiered based on account value, with fees adjusted quarterly. Court Place Advisors does not charge performance-based fees and serves various client types, including individuals and organizations. Investment strategies involve long-term purchases and short-term trading, utilizing fundamental and technical analysis. Clients are advised on potential risks, including market, interest rate, and inflation risks. The firm acts as a fiduciary, placing clients' interests first and maintaining strict ethical standards. Clients' accounts are reviewed periodically, and the firm does not participate in client referral compensation arrangements. Court Place Advisors does not provide custodial services but uses Fidelity Investments and Schwab for execution and custodial services. The firm has discretionary authority over client portfolios, with clients receiving trade confirmations and statements regularly. Clients are provided with privacy protection and annual Privacy Notices.