Colman Knight Advisory Group provides project-based and comprehensive financial planning and consulting services, including tax-related matters. For some clients, Colman Knight manages accounts through asset allocation services with mutual fund sponsors. Colman Knight also provides non-discretionary investment management services for variable life/annuity products and employer-sponsored retirement plans. The firm's investment strategy is a buy/hold approach with a global view.
Assets Under Management$180M
Clients124
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Colman Knight Advisory Group provides non-discretionary investment management services. The brochure does not specify a fee schedule for investment management. Financial planning and consulting fees are charged separately.
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