Colony Family Offices offers wealth management services, including financial planning, investment advice, tax planning, education, philanthropic guidance, and risk management. Colony works with families to coordinate their wealth enterprise and make informed decisions toward their goals. Investment strategies are implemented through diversified portfolios with both passive and active strategies, potentially including domestic and foreign equities, fixed income, and private funds.
Assets Under Management$3.4B
Clients656
Advisors6
Avg. per Client$5.1M
Avg. per Advisor$560M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable or waived on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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