Columbia Advisory Partners provides financial planning and investment management services to individuals, families, and businesses. Their services include creating financial plans covering cash flow, tax planning, retirement, education, estate planning, risk management, and digital assets. They also manage investment portfolios using mutual funds, ETFs, individual stocks, and fixed income. Clients can also access a Manager Marketplace with actively managed investment strategies. Columbia Advisory Partners also manages private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.