Assets Under Management
$262.8M
Number of Clients
589
Number of Advisors
16
Average Client AUM
$446K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Columbia Advisory Partners provides comprehensive financial planning and discretionary/non-discretionary investment management services. They manage portfolios using mutual funds, ETFs, individual equities, and fixed income. They also offer access to a Manager Marketplace with actively managed investment strategies. They advise a private credit fund.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208