Colton Loder is a CFA-designated registered investment advisor at Cohalo, based in Snoqualmie, WA, with 8 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cohalo Advisory offers investment management and advisory services for a standard annual fee of 1% of your portfolio's value. Certain short-term investment mandates and sub-advisory engagements may have lower fees. They also offer proprietary alpha/alternative risk premia strategies with a standard management fee of up to 2.5%. Qualified clients may also elect to have a performance fee of up to 30% of profits, potentially with a reduced management fee. Fees are negotiable and may be higher or lower than other firms.
Location
35302 SE Center Street, Suite 503, Snoqualmie, WA, 98065-9216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cohalo
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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