Columbia Capital specializes in providing investment advisory services to local government entities and not-for-profit organizations. Columbia Capital manages short-term portfolios of fund balances and bond-related proceeds and reserve funds. Investments are limited to insured or collateralized bank deposits, U.S. Treasury and federal agency securities, commercial paper, bankers’ acceptances, certain repurchase agreements, and municipal bonds.
Assets Under Management$1.9B
Clients29
Advisors6
Avg. per Client$67M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are subject to negotiation and may be higher or lower depending on the type and size of portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...