Colver Asset Management provides investment advice to individuals and trusts. The firm focuses on long-term investing to maximize returns. Colver Asset Management works with clients to understand their financial situation and investment goals, then creates a suitable investment portfolio. The firm makes investment decisions without needing client approval for each transaction.
Assets Under Management$24M
Clients16
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fees are negotiable. No fees are charged on cash balances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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