Fees: Individual Investors
The table below outlines the annual fee for implementing Mr. Colby's investing methodology in your account. NO FEES ARE COLLECTED IN ADVANCE. More information, disclosures, and terms and conditions will be sent directly to you for your review. Fees will be billed quarterly in arrears... one-fourth of the annual fee is due each quarter, based on the account balance at the end of the quarter.
PLEASE NOTE: This table outlines fees charged by Robert W. Colby Asset Management, Inc. ONLY. The custodian that services your account (i.e. holds your money) will charge additional fees for their trading, recordkeeping, and other services. Fees for the new Colby Aggressive Trading Program can be found by clicking here.
Accounts at Schwab or Folio Institutional
Accounts at Other Custodians
$0 to $499,999
Getting started couldn't be easier, see how in the "get started" area of this web site.