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Updated September 28, 2026. Quick answer: $10,000,000 for a family wealth management relationship. Colony Family Offices’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Colony Family Offices’ own published fee schedule works out to $100,000 a year.
The minimum, in the firm’s own words
“As a condition for starting and maintaining an advisory relationship with us, we generally require that family relationships have a minimum collective investment account of $10,000,000. We, at our sole discretion, may allow you to engage our services if you have a smaller account.”
On waivability: “We, at our sole discretion, may allow you to engage our services if you have a smaller account.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| a family wealth management relationship | $10,000,000 | $100,000 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, February 25, 2026 | |||
Colony Family Offices’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What else to know
Colony also states fees “may be subject to a minimum annual fee” without naming a dollar figure anywhere in the brochure, so no minimum_fee_floor is recorded for that separate, unquantified disclosure.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Colony Family Offices’ own published fee schedule runs $5,000 a year; see the full dollar breakdown from Colony Family Offices’ own fee disclosure across several account sizes. Read our full review of Colony Family Offices before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 Investment Adviser Public Disclosure, Colony Family Offices, LLC (CRD #167017): https://adviserinfo.sec.gov/firm/summary/167017
- Colony Family Offices, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/167017/PDF/167017.pdf
Methodology. This page was built September 28, 2026, quoting directly from Colony Family Offices’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.