Colohan Wealth Management (CWML) refers clients to third-party investment advisors, primarily Ameriprise Financial Services, Inc., to manage their assets. CWML's role is to introduce clients to these advisors, and CWML does not review the ongoing performance of the referred advisors. CWML is compensated through a fee share from the advisors to which it directs clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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