Thomas Webb
Thomas Webb is a ChFC-designated registered investment advisor at Colomb Investment Management Company, LLC, based in Daphne, AL, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colomb Investment Management Company (CIMCO) charges a fee based on the amount of your portfolio. The annual fee can range from 0% to 2% of your portfolio, depending on whether a third-party manager is used and the scope of the engagement. The maximum fee for accounts managed directly by CIMCO is 1.5%. Fees are generally negotiable. Payment is typically due quarterly in advance.
Location
1040 Stanton Rd., Suite D, Daphne, AL, 36526
Get directionsHistory
Regulatory History (5)
Judgment / Lien
January 2011Regulatory
August 2004Judgment / Lien
November 1996Regulatory
February 1989Regulatory
February 1986Other Business ActivitiesSells Insurance
Thomas owns Webb Financial Strategies, offering retirement and estate planning insurance products and services since 2018. He dedicates a few hours per week to this activity during non-securities trading hours.
Employment History
Current Registrations
Colomb Investment Management Company, LLC
Previous Registrations
Mcbryar Advisory Services, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Great American Advisors, INC.Broker
Lsa Securities, INC.Broker
Legacy Financial Services, INC.Broker
Fidelity Equity Services CorporationBroker
Linsco/private Ledger CORP.Broker
Canada Life of America Financial Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
Turner Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.