Columbia Asset Management (CAM) offers customized wealth management solutions through personal client interaction, discretionary investment management, and financial planning. CAM works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using equities, fixed income, mutual funds, and exchange-traded funds. Financial planning is also offered as a stand-alone service.
Assets Under Management$1.1B
Clients424
Advisors5
Avg. per Client$2.5M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Columbia Asset Management's wealth management fees are annual, billed quarterly, and based on the market value of your investments. The standard fee is no more than 1% of the account balance, or a fixed agreed-upon fee. There is no minimum fee. Other financial services are billed at an agreed-upon hourly rate.
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