Columbia Asset Management, LLC was founded in 1997 by Brian H. Weisman (CFA®, CFP®, CPA, CMA) in Ann Arbor, Michigan. Today, we serve a variety of individual and institutional clients both nationally and internationally. Columbia is an SEC Registered Investment Advisor and a Fiduciary.
Columbia Asset Management, LLC matches client objectives and profiles with customized investment portfolios. We can meet the individual needs of every client with various types of investments, including but not limited to: stocks, bonds, mutual funds, options, real estate, and private equity.
Sound investment advice and exceptional service – principled with professional integrity and privacy – are key to our firm’s success and are the reasons that we have maintained more than a 99% client retention rate on an annual basis since we were founded.
Columbia Asset Management, LLC is a fee-only investment advisor and does not accept any commissions or any other form of compensation. The percentage fee we charge for assets under management is lower than industry average. We receive fees only from what we specifically invoice, with no hidden fees or costs, and full transparency.
We earn our fees through implementing a proper and effective investment strategy, monitoring portfolios and the market, making necessary allocation changes, and reporting quarterly to each client.
We have chosen a custodian/broker that offers, in our opinion, the finest combination of price and service to best serve our clients. National surveys have confirmed this choice. We work primarily with Charles Schwab, but we also work with other custodians such as: Vanguard, Fidelity and TIAA CREF.