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Soracha Haley

Columbia Advisory Partners, LLC
2 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Columbia Advisory Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
589 clients
Average Client Portfolio
$446K average
Assets Under Management
$262.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.15%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208

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History

Regulatory History (1)
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Financial
March 2023
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Columbia Advisory Partners, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Nylife Securities LLCBroker
January 2023 - December 2023 · 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.