Colab Capital offers investment advice across various asset classes, including public equities, fixed income, ETFs, mutual funds, and alternative investments. Colab aims to understand each client's financial goals and risk tolerance through frequent communication. Colab also provides comprehensive planning and consultation, which may include retirement, estate, education, charitable, and tax-aware coordination.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Colab Capital reserves the right to amend the total advisory fee charged on a cases-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...