Coletta Capital offers investment management and financial planning services. Investment management involves creating a plan based on your goals, risk tolerance, and time horizon. Financial planning covers topics like retirement, cash flow, and estate preservation. You don't have to act on Coletta Capital's recommendations, and you're free to use other companies to carry out the plan.
Assets Under Management$7.2M
Clients25
Advisors1
Avg. per Client$290K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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