Columbia Asset Management, L.L.C. offers customized wealth management solutions, combining portfolio management with ongoing financial planning. Founded in 1997 and based in Ann Arbor, Michigan, the firm builds personalized investment portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, relying on fundamental analysis and Modern Portfolio Theory. Columbia Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm operates as a registered investment advisor and acts in your best interest, focusing on long-term investment strategies while tailoring portfolios to your specific goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is no more than 1% on the balance of the account, or a fixed agreed-upon fee. Fees may be negotiable at the sole discretion of the advisor.