Aino Wiener is a registered investment advisor at Colbert Investment Management CO, based in Miami, FL, with 22 years of industry experience. Aino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 142 clients with $190M 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is for equity or balanced accounts. For fixed income accounts: First $250,000: 0.90%; Next $250,000: 0.85%; Next $500,000: 0.75%; Next $1,000,000: 0.70%; Next $1,000,000: 0.65%; $3,000,000 and over: 0.55%. Fees may be negotiable.
Fee Estimator
Location
1221 Brickell Avenue, Suite 1600, Miami, FL, 33131
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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
Colbert Investment Management CO
State Registrations1 state
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