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Addison Colgrove

Advice and Planning Services
16 Years of Experience
Morrison, CO
1 DisclosureBroker
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Addison Colgrove is a registered investment advisor at Advice and Planning Services, based in Morrison, CO, with 16 years of industry experience. Addison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1683 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management

TC Services offers several managed account programs with different fee structures:

  • TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
  • TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
  • Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.

TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.

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Location

Morrison, CO

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History

Regulatory History (1)
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Financial
October 2017
Final
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Other Business Activities

Addison is the owner of Natural Medicinals LLC, where he plans to grow and sell Lion's Mane mushrooms. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Advice and Planning Services
April 2015 - Present · 11 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLC
April 2015 - Present · 11 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
September 2010 - January 2015 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
September 2010 - January 2015 · 4 yrs 4 mos
Waddell & Reed, INC.
September 2009 - August 2010 · 11 mos
Waddell & Reed, INC.Broker
August 2009 - August 2010 · 1 yr
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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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