Colville Wealth Advisory provides investment management and limited financial planning services. At the start of the relationship, Colville Wealth works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Colville Wealth manages client investment portfolios on a discretionary basis, meaning they can make investment decisions without prior consultation. Financial planning is not offered as a stand-alone service.
Assets Under Management$26M
Clients30
Advisors1
Avg. per Client$860K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.54% |
| $5.0M - $8.0M | 0.48% |
| $8M+ | 0.32% |
Colville Wealth reserves the right to make exceptions to the foregoing or negotiate special fee arrangements where Colville Wealth deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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