The Colony Group

Wealth Management Firm in Easton, MD

Firm Info
Address: 28 S Washington St, Easton, MD 21601, USA
Phone: (410) 819-8800

Firm Size
Assets Under Management: $18.6 billion
# of Advisors: 170
# of Clients: 17,683
Client to Advisor Ratio: 104:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

The Colony Group, LLC Overview

THE COLONY GROUP, LLC is a fee-based registered investment advisory firm headquartered in Boston, MA. The firm has been in business since 2011, and offers a wide range of services to individuals, small businesses, and institutional clients. They are known for their high-quality financial planning and portfolio management services, catering to the unique needs of each client. As a seller of additional financial products, THE COLONY GROUP, LLC offers a comprehensive suite of investment options to their clients. They also provide expert advice on investment strategies and risk management. They pride themselves on their ability to evaluate the market and provide customized, hands-on advice that helps their clients succeed. In addition to investment management, THE COLONY GROUP, LLC offers a range of other services, including educational seminars and workshops, tax preparation services, dispute resolution services, family office services, and best management services. They continuously strive to develop their services to meet their clients' evolving needs, giving them the personalized attention they deserve. With a reputation for superior service and a commitment to excellence, THE COLONY GROUP, LLC is a leader in the advisory industry.

THE COLONY GROUP, LLC has a diverse range of clients with varying financial goals and needs. They serve individuals who are seeking financial planning and investment management services to help them achieve their financial objectives. High net worth individuals who require customized investment strategies to manage their significant assets are also part of their clientele. Additionally, THE COLONY GROUP, LLC caters to pooled investment vehicles, including hedge funds, mutual funds, and private equity funds. Pension or profit sharing plans and charitable organizations that require fiduciary services and investment advice are also a part of their portfolio. State or municipal government entities that require investment advisory services are another aspect of their clientele. Further, they serve other investment advisors who need assistance with their clients' accounts. Lastly, THE COLONY GROUP, LLC services other types of corporations, not listed in these categories. THE COLONY GROUP, LLC provides a range of fee structures depending on the type of service required by their clients. For investment management services, clients can opt for a percentage of assets under management (AUM) fee structure calculated on a quarterly basis. Alternatively, clients can engage in the hourly fee structure, which is ideal for clients seeking ad-hoc financial planning advice. Additionally, fixed fees are an option for clients seeking financial planning or fiduciary services. For example, clients can pay a fixed fee for estate planning or a one-time fee for a financial plan. The fee structure is tailored to the service provided and the client's needs. THE COLONY GROUP, LLC's transparent fee structure help clients to understand the cost of the services they receive and manage their expenses accordingly.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for THE COLONY GROUP, LLC does not mention a specific investment minimum. However, the note regarding investment minimums states that it varies depending on the manager, investment vehicle, and/or platform for alternative investments, private offerings, or third-party separate accounts. Therefore, interested investors should contact the firm directly to inquire about investment minimums for specific investment options.

How This Office Can Help Easton, MD Residents

The Colony Group, an independent financial advisory firm, offers a range of services to help clients achieve their financial goals in Easton, MD. Their team of experienced advisors works closely with clients to understand their unique financial situations and customize a plan to meet their individual needs. As a city known for its historic charm and recreational opportunities, Easton, MD attracts a diverse range of residents with varying financial circumstances. For those nearing retirement, The Colony Group can provide assistance with retirement planning, including strategies to maximize Social Security benefits and investments to ensure a comfortable retirement. The firm also offers tax planning services to help clients minimize tax liabilities and increase their overall wealth. Additionally, The Colony Group can help clients navigate the complex financial landscape of estate planning, including trust and asset protection strategies. Overall, the firm’s comprehensive approach to financial planning ensures that clients in Easton, MD receive the personalized guidance they need to achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for The Colony Group, LLC, visit their Part 2 Brochure.

Services Offered by The Colony Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by The Colony Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 28 S Washington St, Easton, MD 21601, USA
Phone (410) 819-8800
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location ONE BOSTON PLACE, 11TH FLOOR, 201 WASHINGTON STREET, BOSTON, MA 2108, United States

This firm has no other locations.

State Registrations

The Colony Group, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

The Colony Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs