Colter Lewis Investment Partners provides investment management services to clients on both a discretionary and non-discretionary basis. For many clients, they construct diversified portfolios comprised of major asset classes. For other accounts, they assist clients with the selection of particular types of investments, typically alternative investments. From time to time, they may form pooled investment vehicles when they have identified a particular investment.
Assets Under Management$2.3B
Clients106
Advisors3
Avg. per Client$22M
Avg. per Advisor$770M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...