A complete list of active advisors currently associated with Coletta Capital, LLC
Warmer can help you find a great advisor at Coletta Capital, LLC or one who fits your needs even better.
Coletta Capital, LLC is an independent, single-advisor registered investment adviser that provides discretionary asset management and standalone financial planning to individuals, high‑net‑worth individuals, and to trusts and estates. The firm charges asset‑based advisory fees for ongoing portfolio management and offers fixed‑fee financial plans delivered within approximately 60 days. Portfolios are managed on a discretionary basis and constructed using a mix of fundamental, technical, charting and cyclical analysis across mutual funds, ETFs, equities, fixed income and, when appropriate, options; account reviews occur at least quarterly with rebalancing and adjustments tied to client objectives and changing circumstances. Custody and trade execution are arranged through Charles Schwab’s institutional platform, which the firm uses for trade execution, reporting and back‑office support. The firm reports serving charitable organization clients in addition to individual and trust clients, a client type that is uncommon among independent solo advisers. It also maintains an affiliated insurance practice that occupies a portion of the adviser’s time and may lead to commissionable product recommendations (a conflict the brochure discloses and says is mitigated by firm policies); the firm does not impose a stated account minimum and does not vote client proxies, which clients receive directly from their custodians.
To learn more about the advisors currently working at Coletta Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westlake, OH
| 9
|
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