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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

Fees

At Colburn Wealth Management, we take pride in the transparency we provide.  Our only form of payment are clearly disclosed asset management fees.  Due to our not receiving any commissions, performance based compensation, or any other payment from third parties, the investments we make for our clients are based on their financial interests and not our own. Our fee structure is based on the value of the portfolio we are managing on your behalf.  

 

SERVICES & FEE SCHEDULE

Fee Schedule

Annual Fee

First $500,000

1.00% ($1,500 Minimum)

Second $500,000

.75%

Next $1,000,000

.5%

Over $2,000,000

.25%

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