Colby Gaston-Cysewski
Colby Gaston-Cysewski is a registered investment advisor at Charles Schwab & CO., INC., based in Bellevue, WA, with 15 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
11100 NE 8th St., Suite 250, Bellevue, WA, 98004-4465
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 Activities
Colby occasionally wins money and pro shop credit playing in golf tournaments and has been doing so since 2005, dedicating a few hours per week. He also rents a room in his house, dedicating about 10-20% of his time, and is the Handicap Chairman at a golf course, spending about 10-20% of his time ensuring handicap accuracy and helping with tournament setup.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Sharebuilder Advisors, LLC
Capital One Sharebuilder, INC.Broker
State Registrations22 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.