Colby Harlow
Colby Harlow is a registered investment advisor at Harlow Capital Management LLC, based in Dallas, TX, with 25 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 96 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Separately managed accounts invested solely in fixed income or mutual funds are charged an annual fee of 1.0% of assets under management. Fees are not negotiable for new relationships.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2005Other Business ActivitiesSells Insurance
Colby spends minimal time on insurance sales. He also serves on the board of CTW companies as Secretary Treasurer, dedicating about 10% of his time outside of business hours.
Employment History
Current Registrations
Harlow Capital Management LLC
Previous Registrations
Western Research and Management, L.L.C.
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.