Colemma Asset Management provides investment management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Clients authorize Colemma to execute investment program transactions.
Assets Under Management$390K
Clients4
Advisors1
Avg. per Client$97K
Avg. per Advisor$390K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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