Mccollum Christoferson Group, LLC

McCollum Christoferson Group, LLC is a registered investment adviser offering investment management services to clients through individual securities portfolios and American Funds portfolios. The firm, wholly owned by Katherine A. Christoferson, had $441,673,577 under management for 367 clients as of December 31, 2024. Clients are required to enter into written agreements outlining the terms of the advisory relationship. The firm primarily utilizes fundamental and technical analysis for investment decisions. For Standard Portfolios, the firm charges an annual fee based on a blended fee schedule depending on the portfolio value. American Funds Portfolios are charged an annual fee of .50% based on assets under management. McCollum Christoferson Group may negotiate fees based on certain criteria. Clients may impose restrictions on account management in writing. The firm exercises investment discretion over client accounts, allowing it to make decisions on securities transactions without client consent. McCollum Christoferson Group may vote proxies on behalf of clients and has a policy to vote in the best interest of clients. The firm does not provide compensation for client referrals and does not have custody of client funds. Clients receive regular account statements and reports. McCollum Christoferson Group does not have any disciplinary events, financial industry activities, or affiliations to disclose. The firm has a Code of Ethics in place to prevent unlawful practices. Clients must maintain a minimum relationship size of $500,000.