Bruce Colin and Company Fees & Minimum

Overview

Total Firm Assets: $229 million
Average High-Net-Worth Client Portfolio Size: $8.1 million

Fee Disclosure

Source: FIRM BROCHURE (2026-04-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.80%
$1,000,001	$3,000,000	0.60%
$3,000,001	$10,000,000	0.40%
$10,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$29,000	0.58%
$10 million	$49,000	0.49%
$50 million	$129,000	0.26%
$100 million	$229,000	0.23%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 99.09%
Number of High-Net-Worth Clients: 28
Total Client Accounts: 158
Non-Discretionary Accounts: 158

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 118035

FIRM BROCHURE (2026-04-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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