McCollum Christoferson Group provides investment management services primarily through individual stock and bond portfolios, as well as mutual funds and exchange-traded funds. The firm tailors its strategies to each client's specific risk tolerance, time horizon, and liquidity needs. McCollum Christoferson Group manages standard portfolios composed of individual securities as well as specific portfolios utilizing American Funds. The firm has discretionary authority to make trades on behalf of clients without needing prior approval for each transaction.
Assets Under Management$420M
Clients350
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Standard portfolios use a blended fee schedule charged monthly in advance. American Funds portfolios are charged at a flat rate of 0.50% annually. Fees are negotiable under certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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