Columbia Management Investment Advisers, LLC is a registered investment advisor and a wholly-owned subsidiary of Ameriprise Financial, Inc. The firm provides discretionary and non-discretionary investment advisory services across a wide range of asset classes, including equity, fixed income, and multi-asset strategies. Its clients include institutional investors, registered mutual funds, exchange-traded funds, private funds, and individual retail investors who access services through managed account programs or by investing in advised funds. The firm utilizes fundamental and quantitative analysis through an internal centralized research team. It operates globally, coordinating with various U.S. and international affiliates to deliver investment research, portfolio management, and trading services. The firm also participates in wrap fee and retail managed account programs, providing model portfolios and discretionary management through program sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.