Colmina, LLC offers portfolio management and financial planning programs to retail investors. Portfolio management includes active allocation and ongoing management of assets using various strategies like equity income, growth, tax-efficient portfolios, and environmental, social, and governance portfolios through stocks, bonds, mutual funds, and exchange-traded funds. Colmina tailors services to each client's individual needs. Clients can also engage Colmina for financial planning to address retirement planning, business sales, career transitions, wealth transfer, family changes, and estate needs. Colmina operates primarily from Seattle, Washington, and works with independent representatives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances and relationship complexity. In no case will a flat fee exceed 1.50% annually.