Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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Advisor Information
Office location
120 North Third Street, Suite 150, Bismarck, ND, 58501
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No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is involved with Life Vantage, a vitamins/supplements company, since April 2020. She considers this a passive activity and devotes no time to it, only buying vitamins at a slight discount.