Colby Ivey is a registered investment advisor at Simpli-Fi Alpha LLC, based in Spokane, WA, with 1 years of industry experience. Colby 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 17 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Qualified Clients pay an annual fee of 1% of assets under management along with a 10% performance fee based on capital appreciation.
Fee Estimator
Location
Spokane, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Simpli-Fi Alpha LLC
State Registrations3 states
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