Colonial Trust Advisors manages investment portfolios based on individual client needs and goals. They offer both discretionary and non-discretionary management. The firm also provides financial planning services, either as a stand-alone service or alongside investment management, covering areas like taxes, retirement, and estate planning. They also offer advice on assets held away from their primary custodian, such as 401(k) accounts.
Assets Under Management$1.7B
Clients934
Advisors14
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.38% |
Fees may be negotiable. Minimum annual fixed fee is $1,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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