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Alicien Demonte

Columbia Management Investment Advisers, LLC
20 Years of Experience
Boston, MA
Broker
View SEC Summary
View SEC Summary

Alicien Demonte is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 20 years of industry experience. Alicien is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B in assets under management.

Columbia Management Investment Advisers, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
200 advisors
Number of Clients
4,251 clients
Average Client Portfolio
$118.2M average
Assets Under Management
$502.4B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.65%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.40%

Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

290 Congress Street, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
June 2022 - Present · 4 yrs 4 mos
Columbia Management Investment Distributors, INC.
June 2022 - Present · 4 yrs 4 mos
Columbia Management Investment Distributors, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Vp Distributors LLCBroker
May 2014 - April 2022 · 7 yrs 11 mos
Virtus Investment Advisers, INC.
May 2014 - April 2022 · 7 yrs 11 mos
Morgan Stanley
June 2009 - April 2014 · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
April 2006 - January 2007 · 9 mos
Metlife Securities INC.Broker
November 2005 - March 2006 · 4 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - March 2006 · 4 mos
State Registrations1 state
CT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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