Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.
90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402
Get directionsMichael is a committee member and Men's League Commissioner at Town & Country Club, a private golf and social club, since January 2020. He devotes minimal time to this non-investment related activity.