Columbia Wealth Advisors provides investment account management and advice to individuals, families, and businesses. They manage investment accounts on a discretionary basis. They also offer general estate planning help, including creating a general plan, assisting with beneficiary designations, charitable wishes, and networking with attorneys and CPAs.
Assets Under Management$24M
Clients105
Advisors1
Avg. per Client$230K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $150K | 1.20% |
| $150K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable and may be higher or lower than the standard schedule depending on the services provided. Fees are not to exceed 2% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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