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.
| 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.