Colligan Advisory is a registered investment advisor founded in 2009 and based in Concord, New Hampshire. Owned and operated by John P. Colligan, the firm provides personalized investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Colligan Advisory acts legally required to act in your best interest as a fiduciary, focusing on long-term portfolio strategies built through fundamental and technical analysis. Portfolios are customized using domestic and international equities, mutual funds, exchange-traded funds, and bonds. In addition to ongoing portfolio supervision, Colligan Advisory offers comprehensive financial planning covering retirement, taxes, insurance, education savings, and cash flow management. The firm generally does not impose a minimum portfolio size to establish an advisory relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment advisory fees range from 0.30% to 1.00% based on asset level, complexity, and specific portfolio restrictions. Fees are negotiable at the discretion of the advisor.