John Colligan is a CFP-designated registered investment advisor at Colligan Advisory, LLC, based in Concord, NH, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 22 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colligan Advisory's investment management fee ranges from 0.30% to 1.00% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your portfolio at the end of the prior quarter and is paid in advance each quarter. Fees may be negotiable.
Location
Concord, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Colligan Advisory, LLC
State Registrations1 state
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