William Anderson
William Anderson is a registered investment advisor at Robert W. Colby Asset Management, INC., based in New York, NY, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $4.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colby Asset Management's investment management fees vary depending on the custodian and the specific portfolio. Here's a breakdown:
- Folio Institutional: 0% on the first $10,000, 1.0% on the next $490,000, and 0.75% on the amount over $500,000.
- Charles Schwab: 1.0% of your portfolio.
- Interactive Brokers:
- Market Timer Accounts: 0% on the first $10,000, then 0.5% on the amount over $10,000.
- QUANT Leveraged IRA Accounts: 1.0% of your portfolio from $0 - $500,000, and 0.75% on the amount over $500,000.
- New Era Bond Portfolio (all custodians): 0.5% of your portfolio.
- Other Custodians: 2.0% of your portfolio for the first $500,000, and 1.5% on the amount over $500,000.
Location
48 Wall Street, 11th Floor, New York, NY, 10005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Robert W. Colby Asset Management, INC.
Previous Registrations
Realreturns, LLC
State Registrations2 states
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