Robert Colomb
Robert Colomb is a registered investment advisor at Colomb Investment Management Company, LLC, based in Metairie, LA, with 16 years of industry experience. Robert 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.
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Robert owns Payroll RX, a non-investment related payroll services company, since 2006. He dedicates minimal time to this activity.
Employment History
Current Registrations
Colomb Investment Management Company, LLC
Previous Registrations
Colomb Investment Management Company, LLC
Park Avenue Securities LLC
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.