Kory Salagean is a registered investment advisor at Columbia Asset Management, L.L.C., based in Ann Arbor, MI, with 6 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 431 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is no more than 1% on the balance of the account, or a fixed agreed-upon fee. Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Location
924 N Main Street, Suite 1, Ann Arbor, MI, 48104
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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 →Employment History
Current Registrations
Columbia Asset Management, L.L.C.
State Registrations1 state
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
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