Colsara National Wealth Management provides investment management and financial consulting services. Colsara works with clients to understand their goals, risk tolerance, and financial situation to create a customized investment strategy. They construct portfolios using ETFs, mutual funds, and individual stocks/bonds. Colsara also offers financial consulting services, including financial planning, retirement planning, and education savings.
Assets Under Management$29M
Clients42
Advisors1
Avg. per Client$680K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Colsara National Wealth Management charges an annual fee based on the value of your portfolio. The fee can be up to 1.00% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.
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