Columbus Investment Advisory INC.
Assets Under Management
$405.6M
Number of Clients
103
Number of Advisors
4
Avg. Portfolio per Client
$3.9M
Avg. Managed per Advisor
$101.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Columbus Investment Advisory manages investment portfolios for individuals and families. The firm also provides limited financial consulting services, typically for small business owners. Each client's portfolio is customized to reflect their unique goals, risk tolerance, and financial situation. Columbus Investment Advisory's mission is to serve as trusted advisors, delivering objective advice and personal service.
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementHigh Net Worth
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Location
68 North High Street, Building C, New Albany, OH, 43054-7101