Advisor at Columbia Management Investment Advisers, LLC
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Firm
Columbia Management Investment Advisers, LLC
Location
Meriden, KS
Credentials
Series 63, Series 65
Industry experience
15 years
Sheena Payne is a financial advisor at Columbia Management Investment Advisers, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Ivy Funds Distributor Inc and Waddell & Reed Inc. She serves on the board of directors for the Ozawkie-Meriden Public Library, where she helps organize fundraising events for a new library building. Columbia Management Investment Advisers, LLC is a large institutional investment manager serving pooled vehicles and institutional clients with approximately $457.4 billion in discretionary assets. The firm offers portfolio management across mutual funds, ETFs, private funds, and collective trusts, combining fundamental and quantitative analysis to implement strategies across public and private markets.
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
$0 - $25 million: varies by strategy; e.g., 0.65% for some US Large Cap equity strategies $25 million - $50 million: tiered lower rates; e.g., 0.50% on next $25 million for some US Large Cap equity $50 million - $75 million: tiered lower rates; e.g., 0.40% on next $50 million for some US Large Cap equity $75 million - $100 million: tiered lower rates; negotiable above $100 million $0 - $25 million: 0.80% for some US Mid Cap equity strategies $25 million - $50 million: 0.70% for some US Mid Cap equity strategies $50 million - $100 million: Negotiable above $100 million $0 - $50 million: 0.90% for some Small Cap equity strategies $50 million - $125 million: tiered lower rates; negotiable above $150 million $0 - $25 million: 0.70% for some Global/International equity strategies $25 million - $75 million: lower tiers for some Global/International equity strategies $75 million+: Negotiable above $100 million $0 - $25 million: varies for Fixed Income strategies, e.g., 0.20% for US Short Term Bond $25 million - $50 million: lower tiers for Fixed Income strategies $50 million+: Negotiable above $100 million
Performance-based fees up to 20% of net realized and unrealized appreciation based on a high watermark/hurdle rate or benchmark index performance, typically in Private Funds and some accounts
Account minimum: $25,000,000 for U.S. equity investment mandates, $50,000,000 for global/international equity investment mandates, $50,000,000 for fixed income investment mandates; $1,000,000 minimum for dual contract Retail Managed Account Programs (subject to waiver) Minimum fee: May negotiate fixed-fee or minimum fee arrangements; some clients may have minimum fees or fee waivers Fee-only: Yes, fees are charged as advisory fees; no commissions charged on separately managed account clients
Meriden, KS
Kansas · Missouri
Columbia Management Investment Distributors, Inc.
2019 - Present (7 years)
Ivy Funds Distributor Inc
2013 - 2019 (6 years)
Waddell & Reed Inc
2010 - 2019 (9 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Real estate agent
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
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Series 63, Series 65
Topeka, KS
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Series 63, Series 65
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Series 66
Topeka, KS
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Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
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