Management Fees
Columbia charges a percentage fee for
assets under management. We are a
fee-only investment advisor and do not
accept any commissions.
We earn our fees through implementing
a proper and effective investment
strategy, monitoring portfolios and the
market, making necessary allocation
changes, and reporting quarterly to each
client.
Columbia has chosen a
custodian/broker that offers, in our
opinion, the finest combination of price
and service to best serve our clients.
National surveys have confirmed this
choice.
