Colton Wealth Management is a fee-only registered investment advisor founded in 2009 and based in Arcadia, California. The firm provides comprehensive financial planning, consulting, and investment management services tailored to individuals, trusts, and retirement plans. Colton Wealth Management helps clients with cash flow management, tax planning, insurance reviews, investment management, college funding, retirement planning, and estate planning. The firm builds portfolios primarily using institutional-class mutual funds from Dimensional Fund Advisors, exchange-traded funds, individual fixed income securities, and certificates of deposit. Colton Wealth Management operates strictly as a fee-only firm, meaning they do not sell financial products or earn commissions, ensuring their advice remains objective.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are 1.00% annually and are negotiable based on a client's specific circumstances. Family and friends may pay different rates.
