Columbia Strategic Wealth Advisors provides asset management and financial planning services, primarily to individuals. Investment management focuses on client goals and risk tolerance, using mutual funds, exchange-traded funds (ETFs), and individual stocks. The firm also uses third-party asset managers like AssetMark, Morningstar, Betterment, and Manning & Napier. Financial planning covers various areas, including retirement, education, insurance, and estate planning.
Assets Under Management$13M
Clients29
Advisors1
Avg. per Client$460K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Columbia Strategic Wealth Advisors' fees are negotiable but will not exceed 1.0% annually. Fees charged by third-party investment managers are in addition to Columbia Strategic Wealth Advisors' fees and are not negotiable. The firm manages assets on a non-discretionary basis.
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