Colchester Investment Counsel provides investment management services, creating and managing portfolios based on client goals. They manage equity, fixed-income, and balanced accounts. Colchester also offers standalone financial planning services, gathering information about your financial situation and objectives to create a plan. Clients are not obligated to implement the plan through Colchester's investment advisory services.
Assets Under Management$120M
Clients54
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$58M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.88% |
| $3M+ | 0.88% |
Fees are negotiable for amounts over $3 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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