Colomb Investment Management Company (CIMCO) offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and small businesses. Investment management can be provided directly by CIMCO or jointly with third-party managers. Financial planning covers various areas like retirement, taxes, insurance, and estate planning. CIMCO also provides consulting services to retirement plan sponsors.
Fee Structure
Colomb Investment Management Company (CIMCO) charges a fee based on the amount of your portfolio. The annual fee can range from 0% to 2% of your portfolio, depending on whether a third-party manager is used and the scope of the engagement. The maximum fee for accounts managed directly by CIMCO is 1.5%. Fees are generally negotiable. Payment is typically due quarterly in advance.