Overview

Headquarters
Miami, FL
Total Firm Assets
$296 million
Average High-Net-Worth Client Portfolio Size
$0.4 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: COLBERT INVESTMENT MGMT FORM ADV PART 2A BROCHURE OCTOBER 2026 (2026-10-22) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.95%
$1,000,001 $2,000,000 1.75%
$2,000,001 $3,000,000 1.50%
$3,000,001 $5,000,000 1.25%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $19,500 1.95%
$5 million $77,000 1.54%
$10 million $127,000 1.27%
$50 million $527,000 1.05%
$100 million $1,027,000 1.03%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
20.07%
Number of High-Net-Worth Clients
143
Total Client Accounts
144
Discretionary Accounts
144

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
108642
  • COLBERT INVESTMENT MGMT FORM ADV PART 2A BROCHURE OCTOBER 2026 (2026-10-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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