Colmina provides investment advice to individuals, trusts, estates, corporations, and other business entities. Colmina offers portfolio management through equity income, equity growth, tax-efficient, and environmental/social/governance (ESG) portfolios. They may also offer financial planning to address unique needs, including investment advice, financial goals analysis, retirement planning, and wealth transfer. Colmina does not offer bundled fee arrangements.
Assets Under Management$85M
Clients40
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances. In no case will a flat fee exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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