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Updated September 28, 2026. Quick answer: Colony Family Offices is registered with the SEC as an investment adviser (CRD #167017, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Colony Family Offices at a glance
| Fact | What Colony Family Offices’ own pages say |
|---|---|
| Legal entity | Colony Family Offices, LLC |
| Registration | Colony Family Offices, LLC is registered with the SEC as an investment adviser (CRD #167017, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Colony Family Offices |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Colony Family Offices’ own fee schedule charges
CRD 167017 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 3/19/2013. Colony managed $3,316,138,803 in discretionary assets (plus $46,255,217 non-discretionary) as of December 31, 2025. The brochure states a $10,000,000 minimum collective family account size, waivable at Colony’s discretion; the tiered maximum-fee schedule itself begins at the first $30,000,000 and is not gated by that account minimum, so it is used as stated for all four benchmark balances. The brochure also mentions accounts may be subject to a minimum annual fee without stating a dollar figure, so no minimum_fee is recorded.
“Our maximum annual fees for wealth management and financial planning services are tiered according to the following schedule: Assets Under Management Maximum Annual Fee First $30,000,000 1.00% Next $20,000,000 (up to $50,000,000) 0.75% Over $50,000,001 0.50%”
Colony’s schedule is marginal: the first $30,000,000 of assets is charged 1.00% under the published maximum-fee schedule, and all four benchmark balances fall entirely inside that first bracket, so each is simply the balance multiplied by 1.00%.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Colony Family Offices’ own fee page.
Registration
Colony Family Offices, LLC is registered with the SEC as an investment adviser (CRD #167017, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Colony Family Offices.
What it costs to leave
Colony Family Offices does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (February 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011931
- SEC IAPD firm summary (CRD #167017, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/167017
Methodology. This page was built September 28, 2026, drawing directly on Colony Family Offices’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Colony Family Offices; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Colony Family Offices’ own Form ADV Part 2A and Form CRS. We have not used Colony Family Offices as a client. Colony Family Offices did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Colony Family Offices’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.