Columbia River Advisors (CRA) manages investment portfolios for individuals and businesses, providing investment advice tailored to each client's needs. CRA's advisors help clients establish financial goals, investment objectives, and risk tolerance. CRA offers both limited and comprehensive financial planning services. Clients with portfolio management agreements receive financial planning at no additional cost. CRA may recommend third-party money managers and alternative investments.
Assets Under Management$190M
Clients253
Advisors4
Avg. per Client$750K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
CRA will charge an asset-based fee up to 1.50% that is negotiable between the Client and the Advisor Representative.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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