Robert Colby
Robert Colby is a registered investment advisor at Robert W. Colby Asset Management, INC., based in New York, NY, with 9 years of industry experience. Robert 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.
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
Robert is involved in several business activities, including Robert W Colby Asset Management Inc. where he develops algorithms for portfolio construction, and Colby Research Services where he conducts research and writes publications, taking up nearly full-time hours. He also has a 10% ownership in Erskine & Erskine, focusing on research and development, which requires minimal time.
Employment History
Current Registrations
Robert W. Colby Asset Management, INC.
State Registrations2 states
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