Colwyn Investments offers investment management and financial planning services. They provide portfolio management on a discretionary or non-discretionary basis, tailoring recommendations to meet client's objectives. Financial planning services include comprehensive plans, annual reviews, and separate consultations covering various financial topics. Colwyn Investments may recommend investments in private placement offerings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Colwyn Investments does not negotiate its management fee, but can offer discounts to select friends, employees and family. Colwyn Investments may recommend the use of third party managers and may discount their management fee when third party managers are used. The combined fees charged by Colwyn and third party advisers will not exceed 3% of total assets under management per annum.