Colby Dotson
Colby Dotson is a CFP-designated registered investment advisor at Boyd Wealth Management, LLC, based in Sacramento, CA, with 6 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 162 clients with $410M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
For clients under $2,000,000 of assets under management, a separate financial planning fee is billed to reach a combined minimum annual fee of $20,000/year. Fees are generally not negotiable except at Boyd Wealth Management's sole discretion.
Fee Estimator
Location
1545 River Park Drive, Suite 202, Sacramento, CA, 95815
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
Colby is a licensed insurance agent/broker and may offer insurance products, receiving fees from sales. He mitigates potential conflicts of interest by acting in the client's best interest as a fiduciary.
Employment History
Current Registrations
Boyd Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.