Colburn Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and manage investments, typically using mutual funds, stocks, bonds, and ETFs. They also offer financial planning services, including insurance assessments, retirement planning, and estate planning, for a fixed or hourly fee. Clients can place restrictions on investments, but Colburn Wealth Management may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$88M
Clients136
Advisors4
Avg. per Client$650K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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