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.
3170 43rd Street S, Suite 105, Fargo, ND, 58104-8908
Get directionsMark is an owner and managing partner of K & P Johnson Family LLP, a family farm, since 2013, dedicating a few hours per week to managing rental agreements and bookkeeping. He also serves on the advisory board for Rennisance Condominium, spending minimal time on association decisions.