Colva Capital offers financial planning, tax-efficiency planning, estate planning, and investment advisory services to high-net-worth individuals and entities. Colva Capital focuses on creating tax-efficient structures for investments to minimize taxes. Where insurance services are recommended, Colva Capital may refer clients to Colva Insurance Services. Colva Capital will establish a risk profile for each prospective client to gauge their risk tolerance and determine if they are a good fit for Colva Capital’s investment services.
Assets Under Management$1.2M
Clients3
Advisors1
Avg. per Client$380K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fees may be higher if client's ongoing needs are complex. Minimum annual fee of $12,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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