Colton Groome Financial Advisors, LLC
Assets Under Management
$444.0M
Number of Clients
325
Number of Advisors
10
Average Client AUM
$1.4M
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Colton Groome Financial Advisors, LLC (CGFA) offers investment advisory and financial planning services. Investment advisory services include discretionary and non-discretionary portfolio management. Financial planning services cover cash flow, retirement, education, estate, tax, and insurance needs. CGFA also provides retirement plan consulting services to employers.
Fee Structure
Investment advisory fees are individually negotiated, with the general range between 0.25% to 0.99% depending on the assets under management. Financial planning fees for stand-alone services typically range from $7,500 to $12,000 per year, but are negotiable. There is no minimum account size for investment advisory services, but certain accounts may be subject to a minimum annual fee. Manager fees, when applicable, range from 0.12% to 0.50% per year and are added to CGFA's advisory fees.
Areas of Practice
Location
1127-B Hendersonville Road, Asheville, NC, 28803