Columbus Street Wealth Management, LLC

Overview

Columbus Street Wealth Management, LLC is an individual-owned independent Registered Investment Adviser that serves primarily individuals and families. The firm operates as a capital allocator and provides fee-for-service planning and portfolio management rather than charging asset-based advisory fees: its stated billing approaches are hourly and fixed-fee arrangements. Core advisory capabilities include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection of third-party advisers and managers. The firm does not position itself as an active ESG investor and is not structured as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives