Columbus Street Financial Planning offers investment advice and financial planning to individuals, families, trusts, estates, and businesses. As a fiduciary, Columbus Street Financial Planning aims to act in the client's best interest. Services include portfolio administration, financial planning, and pension consulting. For portfolio administration, Columbus Street Financial Planning may use sub-advisors like Belle Haven Investments.
Assets Under Management$89M
Clients72
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Investment management only (planning not offered)
Columbus Street Financial Planning uses sub-advisors for portfolio management. Belle Haven Investments charges 0.20% annually, payable quarterly. This fee is in addition to any financial planning fees.
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