Austin Colby
Austin Colby is a CFP-designated registered investment advisor at The Wealth Group - Austin B. Colby & Associates, based in Eden Prairie, MN, with 23 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 591 clients with $710M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Any household total portfolio that is <$1,000,000 can be charged up to 1.95%. Fees are negotiable.
Fee Estimator
Location
14850 Scenic Heights Road, Suite #100, Eden Prairie, MN, 55344
Get directionsHistory
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 ActivitiesSells Insurance
Austin is an independent insurance agent in Eden Prairie, MN, since 2015. He dedicates minimal time to this activity.
Employment History
Current Registrations
The Wealth Group - Austin B. Colby & Associates
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.