Bruce Colin and Company provides financial planning and investment management services to individuals and families. Financial planning covers areas like financial statement analysis, risk management, investment planning, and retirement planning. Investment management is provided on a non-discretionary basis, emphasizing diversification, low costs, and tax efficiency. Bruce Colin works with clients' attorneys, accountants, and insurance agents as needed.
Assets Under Management$220M
Clients35
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
At Bruce Colin's discretion, certain assets may be excluded when calculating fees. No fees are assessed for accounts of family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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