Columbia Benefits offers comprehensive financial planning and investment management services. They work with individuals, small business owners, and trusts, collaborating with other professionals like agents, attorneys, and accountants to provide a team-based approach. Services include portfolio management, analysis, and recommendations, tailored to each client's risk tolerance and goals.
Assets Under Management$110M
Clients179
Advisors1
Avg. per Client$600K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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