Colbert Investment Management offers investment management services, primarily to high-net-worth individuals and financial institutions. Colbert uses a value-oriented strategy, investing in both fixed income (bonds) and equity (stocks and ETFs). Colbert customizes portfolios to individual client needs, gathering information about their investment goals, risk tolerance, and financial situation. Clients can impose reasonable investment restrictions.
Assets Under Management$190M
Clients142
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is for equity or balanced accounts. For fixed income accounts: First $250,000: 0.90%; Next $250,000: 0.85%; Next $500,000: 0.75%; Next $1,000,000: 0.70%; Next $1,000,000: 0.65%; $3,000,000 and over: 0.55%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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