Colligan Advisory offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Colligan creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using various investments, including stocks, bonds, mutual funds, and exchange-traded funds. Colligan also provides financial planning services covering areas like retirement, education, and insurance needs. Clients are not obligated to implement any recommendations.
Fee Structure
Colligan Advisory's investment management fee ranges from 0.30% to 1.00% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. The fee is calculated based on the market value of your portfolio at the end of the prior quarter and is paid in advance each quarter. Fees may be negotiable.