Samuel Alleyne
Samuel Alleyne is a registered investment advisor at Colomb Investment Management Company, LLC, based in Metairie, LA, with 34 years of industry experience. Samuel 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
3636 South Interstate 10 Service Road, Suite 214, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel works as a debt counselor specialist for Debt Free for Life, providing counseling services on reducing debt. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Colomb Investment Management Company, LLC
Previous Registrations
Foundations Investment Advisors LLC
Horter Investment Management, LLC
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Securities, LLCBroker
International Planning Alliance, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
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.