Robert W. Colby Asset Management manages investment portfolios for individuals and high net worth individuals. Colby uses technical, quantitative, and fundamental analysis, including proprietary investment research methods. The firm primarily invests in exchange-traded funds and, to a lesser extent, individual stocks, closed-end funds, mutual funds, bonds, money markets, and cash equivalents. Colby offers actively managed portfolios and allocations that are not tailored to individual needs, but clients can request restrictions on certain securities.
Assets Under Management$4.6M
Clients22
Advisors2
Avg. per Client$210K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$100
Investment management only (planning not offered)
Colby Asset Management's investment management fees vary depending on the custodian and the specific portfolio. Here's a breakdown:
- Folio Institutional: 0% on the first $10,000, 1.0% on the next $490,000, and 0.75% on the amount over $500,000.
- Charles Schwab: 1.0% of your portfolio.
- Interactive Brokers:
- Market Timer Accounts: 0% on the first $10,000, then 0.5% on the amount over $10,000.
- QUANT Leveraged IRA Accounts: 1.0% of your portfolio from $0 - $500,000, and 0.75% on the amount over $500,000.
- New Era Bond Portfolio (all custodians): 0.5% of your portfolio.
- Other Custodians: 2.0% of your portfolio for the first $500,000, and 1.5% on the amount over $500,000.
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