Colman Knight Advisory Group, LLC
Assets Under Management
$175.2M
Number of Clients
124
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$35.0M
Compensation
Fixed/Hourly
About This Firm
Colman Knight Advisory Group provides project-based and comprehensive financial planning and consulting services, including tax-related matters, for a fixed fee. They also offer non-discretionary investment management services, utilizing a fundamental global approach. The firm primarily invests in individual debt and equity securities, mutual funds, index funds, and ETFs.
Fee Structure
Colman Knight charges fixed fees for financial planning and consulting, ranging from $10,000 to $120,000, depending on the scope and complexity of the services. These fees are negotiable. The firm does not base its fees on a percentage of assets under management. Clients are also responsible for brokerage commissions and other transaction fees.
Areas of Practice
Location
530 Great Road, Acton, MA, 01720