Colton Koehler
Colton Koehler is a registered investment advisor at Convergence Advisory Group, based in Omaha, NE, with 13 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 203 clients with $90M 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 $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.5M | 0.55% |
| $2.5M - $3.5M | 0.45% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are for Strategic Management Portfolio without Retirement Income Plan. With Retirement Income Plan, fees are: $0 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $3,500,000: 0.70% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 – and up: 0.40% Bond & CD Ladder Accounts are billed at the lower of the above fee or 0.60%. All fees are negotiable.
Fee Estimator
Location
12020 Shamrock Plaza, Suite 100, Omaha, NE, 68154
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colton works as a farm hand for Koehler Brothers Partnership, dedicating minimal time. He also works as an independent insurance broker agent, spending a few hours per week, and is an Investment Advisor Representative for Convergence Wealth LLC, working full-time.
Employment History
Current Registrations
Convergence Advisory Group
Previous Registrations
Continuum Financial
Securities America, INC.Broker
MML Investors Services, LLCBroker
State Registrations1 state
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