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.
Account Balance
Accounts at Folio Institutional
Accounts at Charles Schwab
Accounts at Other Custodians
$0 to $10,000
0.00 %
1.00 %
2.00 %
$10,001 to $499,999
1.00 %
1.00 %
2.00 %
$500,000 +
0.75 %
1.00 %
1.50 %
Getting started couldn't be easier, see how in the "get started" area of this web site.
