Colman Knight Advisory Group provides comprehensive financial planning, project-based consulting, and investment management services. The firm operates as a fee-only registered investment advisor with offices in Acton, Massachusetts. Colman Knight assists individuals, including high-net-worth clients, with developing investment objectives, asset allocation strategies, portfolio structure analysis, and asset rebalancing. The firm uses a fundamental global approach, focusing on long-term capital appreciation through individual stocks, bonds, mutual funds, exchange-traded funds, and options. In addition to investment management, Colman Knight offers project-based and comprehensive financial planning covering tax-related and other non-investment matters.
Fee Structure
Colman Knight Advisory Group does not charge investment management fees based on a percentage of your portfolio. Instead, investment management services are included as part of their comprehensive financial planning or project-based consulting engagements, which are charged on a fixed fee basis or sometimes hourly.