Andrew Colyer is a CFA-designated registered investment advisor at The Ithaka Group, LLC, based in Arlington, VA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees on amounts over $100 million are negotiable.
Fee Estimator
Location
3811 N Fairfax Drive, Suite 720, Arlington, VA, 22203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Ithaka Group, LLC
Previous Registrations
Sands Capital Management, LLC
Sands Capital Management, LP
State Registrations1 state
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