Colomb Investment Management Company, LLC fees and pricing
Financial planner in Metairie, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Colomb Investment Management Company, LLC charges $100-$300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Clients are typically charged a fixed fee ranging from $1500 - $5000, or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of financial planning services to be provided.”
- Flat or project fee
- $1,500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Colomb Investment Management Company, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In some instances, fees may be negotiable.”
- “Payment is generally due quarterly in advance based on the value of the account at the beginning of the applicable period (i.e. the end of the prior period), and is generally deducted from the account (although may be directly billed in some cases).”
- “If terminated, a client will receive a prorated refund of any prepaid fees which are unearned and paid in advance based on the number of days of service provided during the partial period.”
How Colomb Investment Management Company, LLC’s fees compare
- Its hourly rate of $100-$300 spans the Louisiana median of $250. 18% of the 45 other Louisiana planners that publish an hourly rate charge less.
- None of the 6 other planners in Metairie that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Louisiana median of $3,250. 50% of the 40 other Louisiana planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Metairie that publish a flat or project fee charge less.
About Colomb Investment Management Company, LLC
“In addition, CIMCO provides nondiscretionary consulting services to sponsors of retirement plans.”
- Firm size: 8 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 32
- Employees
- 8
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $4,651,207
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140088
- Phone
- (504) 520-8050
Can advise clients in 18 states: Alabama, Arizona, California, Connecticut, Florida, Georgia, Indiana, Louisiana, Massachusetts, Maryland, Maine, Mississippi, North Carolina, New Hampshire, New Jersey, New York, South Carolina, Texas
Other planners in Metairie that publish fees
- Crescent City Retirement GroupMetairie$200/hr
- Delta Financial Advisors, L.L.C.Metairie$200/hr
- First Security Financial Wealth Manager, Inc.Metairie$750
- FPL Capital Management, LLCMetairie$250/hr, $5,000-$15,000/yr
- Planning Associates Wealth Management, LLCMetairie$400/hr, $10,000
- Schayot Financial LLCMetairie$250/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.