Advisor at Columbia Management Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Columbia Management Investment Advisers, LLC
Location
Minneapolis,, MN 55402
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Troy Rossow is a CFP® certificant with 19 years of industry experience, currently serving at Columbia Management Investment Advisers, LLC. His prior roles include positions at BMO Asset Management Corp. and BMO Harris Bank, NA, where he worked for over a decade. He also held a role at Foreside Financial Services, LLC before joining his current firm. 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 trust vehicles, combining fundamental and quantitative research 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
901 3rd Ave S
Minneapolis,, MN 55402
Minnesota
Columbia Management Investment Distributors, Inc
2021 - Present (5 years)
Foreside Financial Services, LLC
2020 - 2021 (1 year)
BMO Asset Management Corp.
2010 - 2021 (11 years)
BMO Harris Bank, NA
2010 - 2021 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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