Colsara National Wealth Management LLC
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About
Colsara National Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also advises on retirement accounts and rollover decisions, acting as an ERISA/IRC fiduciary when recommending rollovers or distributions.
The advisor’s approach is primarily long-term and combines fundamental and technical analysis to build portfolios of ETFs, low-cost mutual funds, individual stocks and bonds, with the flexibility to rebalance or trade shorter-term as needed. The brochure discloses use of options contracts and discusses options-related risks, and the firm may use cash positions as hedges as part of its portfolio management.
Compared with many independent solo RIAs, Colsara’s client mix and services include charitable organization relationships and ERISA-related rollover fiduciary work, both of which are less common among peers. The firm also discloses trading in derivative instruments (options) and operates through an institutional Schwab platform while servicing a relatively concentrated client base, which can result in sustained personal engagement.
Client services
Expertise
Fee options
Fixed engagement fees may be negotiated based on expected hours and duration at $200/hour
Up to 1.00% annually
$200 per hour
Main office
San Diego CA
Advisors at this office
1
Most active in
California · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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