CP
CP

Colin Probert

10 Years of Experience
Tiburon, CA

Colin Probert is a registered investment advisor at Probert Investment Advisers, LLC, based in Tiburon, CA, with 10 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $14M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$14.3M

Fee Structure

Investment management only (planning not offered)

Probert Investment Advisers charges an hourly fee of $500 per hour for portfolio management services. Fees are calculated and charged hourly.

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Location

Tiburon, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Colin owns and manages residential real estate units. This activity is not investment-related.

Employment History
Current Registrations
Probert Investment Advisers, LLC
April 2015 - Present · 11 yrs 1 mo
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.