Colliers Securities LLC
Assets Under Management
$280.7M
Number of Clients
739
Number of Advisors
28
Average Client AUM
$380K
AUM per Advisor
$10.0M
Compensation
Fee-Only (AUM)
About This Firm
Colliers Securities LLC (CS) is a registered broker-dealer and investment adviser. CS offers investment advisory services through CS financial advisors (Non-Wrap Programs) and outside manager programs (Wrap Programs) like Envestnet and Dana Direct. CS provides non-discretionary and discretionary investment advisory services to various clients.
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.
Areas of Practice
Location
90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402-4108