Columbia River Financial Group, LLC provides caring and thoughtful advice to help clients with their financial goals. They offer investment management services on a discretionary basis, including portfolio construction, investment selection, and execution of trades. They also provide financial planning in conjunction with investment management for investment advice, financial goals analysis, retirement planning, wealth transfer, and family changes. They monitor portfolio allocation and underlying investments and rebalance as needed.
Assets Under Management$190M
Clients278
Advisors4
Avg. per Client$700K
Avg. per Advisor$49M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiated, lowered or waived for family, friends or based upon the complexity level of the client situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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