Collega Capital Management offers financial advisory, consulting, and investment management services, including multi-generational wealth planning. These services are offered as a Wealth Management package. The firm also provides non-investment consulting and advisory services related to corporate finance, project planning, and banking. Services are tailored to each client's Investment Policy Statement, which considers their objectives, risk tolerance, and other factors. Clients retain discretion over investment decisions.
Assets Under Management$88M
Clients6
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
For clients with over $10,000,000 assets under management, this fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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