McCollum Christoferson Group offers investment management services, primarily allocating client assets among individual equities, but plans to increase the use of ETFs and mutual funds. They also provide advice on legacy positions and investments held away from their primary custodian, such as variable life insurance, annuities, and 529 plans. McCollum Christoferson Group tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients are advised to promptly notify McCollum Christoferson Group of any changes to their financial situation or investment objectives.
Assets Under Management$440M
Clients356
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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