James A. Colley, Inc. provides portfolio management and financial planning services. They focus on helping clients make responsible financial decisions to achieve their monetary goals. Their services include designing investment portfolios using mutual funds, stocks, bonds, and ETFs, as well as creating financial plans that cover personal finances, education, taxes, estate planning, retirement, investments, real estate, and insurance.
Assets Under Management$29M
Clients24
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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