McCollum Investment Advisors (MI) offers portfolio management based on your goals and risk tolerance. They also offer financial consulting on topics like portfolio reviews and estate planning. MI typically invests in equities, bonds, ETFs, and mutual funds. MI requests authority to make trades without asking you first.
Assets Under Management$58M
Clients88
Advisors1
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. Accounts valued at less than $150,000 are subject to a minimum annual fee of $1,500. In no event shall McCollum Investment Advisors charge more than 3% per year.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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