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.
Assets Under Management$410M
Clients103
Advisors5
Avg. per Client$3.9M
Avg. per Advisor$81M
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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