Colwyn Investments manages investment portfolios and creates personalized financial plans for individuals, families, and businesses. Led by Sterling C. Jack, Colwyn Investments offers both discretionary and non-discretionary portfolio management, tailoring strategies using stocks, mutual funds, exchange-traded funds, bonds, and alternative investments. The firm also provides comprehensive financial plans, annual reviews, and project-based consultations covering retirement, taxes, estate planning, insurance, and debt management. Colwyn Investments serves clients with a minimum investment of $100,000 for portfolio management, while financial planning services have no account minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are straight tier billing based on portfolio value at the end of each quarter and are not blended.