Von Colln Financial Group provides investment management and financial planning services. The firm follows a four-step process to help clients achieve their financial goals, including preparing a financial profile, identifying strategies, implementing a plan, and monitoring investments. Von Colln Financial Group offers services through LPL Financial LLC.
Assets Under Management$95M
Clients138
Advisors1
Avg. per Client$680K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M+ | 0.75% |
Fees are negotiable based on the type and availability of securities held, analysis required, investment strategy, risk considerations, tax management, and liquidity considerations. Fees between advisors may differ based on the level of experience and specialty required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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