Colarion LLC is a registered investment advisor offering ongoing supervision of client accounts. They manage accounts based on your financial situation, investment goals, and risk tolerance. Colarion monitors accounts and provides advice on buying, selling, or holding investments. They primarily invest in exchange-listed securities, over-the-counter securities, warrants, corporate debt, treasury securities, and options. Colarion may also manage investments for other clients and The Mint Partnership.
Assets Under Management$170M
Clients133
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee for asset management services to partners of the Mint Partnership is 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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