Advisor at Federated investment Counseling
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Firm
Federated investment Counseling
Location
Houston, TX
Credentials
Series 63, Series 66
Industry experience
3 years
Colby Anthony is a financial advisor at Federated Global Investment Management Corp. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Frost Investment Advisors, International Assets Advisory, and Megatel Capital Investments. Federated Global Investment Management Corp. is an SEC-registered adviser managing approximately $14.8 billion in discretionary assets, primarily serving institutional clients through pooled vehicles and mandates. The firm employs a multi-strategy, equity-focused investment process that integrates fundamental research, quantitative analysis, and portfolio construction across various strategies including international and emerging markets.
Based on Federated investment Counseling
$0 - $25 million: 0.75% (75 basis points) Small Cap Separate Accounts $25 million - $50 million: 0.70% (70 basis points) Small Cap Separate Accounts $50 million - $100 million: 0.65% (65 basis points) Small Cap Separate Accounts $100 million+: 0.50% (50 basis points) Small Cap Separate Accounts $0 - $25 million: 0.55% (55 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $25 million - $50 million: 0.45% (45 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $100 million+: 0.30% (30 basis points) Large Cap, All Cap Value, Balanced Separate Accounts $0 - $25 million: 0.70% (70 basis points) International Equity Separate Accounts $25 million - $50 million: 0.65% (65 basis points) International Equity Separate Accounts $50 million - $100 million: 0.55% (55 basis points) International Equity Separate Accounts $100 million+: 0.45% (45 basis points) International Equity Separate Accounts $0+: 0.06% (6 basis points) Money Market/Liquidity Separate Accounts $0+: 0.10% (10 basis points) Active Cash Fixed Income Separate Accounts $0 - $50 million: 0.18% (18 basis points) Short-Intermediate Fixed Income Separate Accounts $50 million - $100 million: 0.15% (15 basis points) Short-Intermediate Fixed Income Separate Accounts $100 million+: 0.12% (12 basis points) Short-Intermediate Fixed Income Separate Accounts $0 - $50 million: 0.25% (25 basis points) Core Fixed Income Separate Accounts $50 million - $100 million: 0.20% (20 basis points) Core Fixed Income Separate Accounts $100 million+: 0.15% (15 basis points) Core Fixed Income Separate Accounts $0 - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Separate Accounts $50 million - $100 million: 0.25% (25 basis points) Core Plus Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Core Plus Fixed Income Separate Accounts $0 - $25 million: 0.35% (35 basis points) Opportunistic Corporate Fixed Income Separate Accounts $25 million - $75 million: 0.30% (30 basis points) Opportunistic Corporate Fixed Income Separate Accounts $75 million - $100 million: 0.25% (25 basis points) Opportunistic Corporate Fixed Income Separate Accounts $100 million+: 0.20% (20 basis points) Opportunistic Corporate Fixed Income Separate Accounts $0 - $50 million: 0.55% (55 basis points) Opportunistic High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.40% (40 basis points) Opportunistic High Yield Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) Opportunistic High Yield Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) High Yield Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) High Yield Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) High Yield Fixed Income Separate Accounts $0 - $25 million: 0.45% (45 basis points) International Fixed Income Separate Accounts $25 million - $50 million: 0.40% (40 basis points) International Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) International Fixed Income Separate Accounts $100 million+: 0.30% (30 basis points) International Fixed Income Separate Accounts $0 - $25 million: 0.85% (85 basis points) Trade Finance Fixed Income Separate Accounts $25 million - $50 million: 0.75% (75 basis points) Trade Finance Fixed Income Separate Accounts $50 million - $75 million: 0.65% (65 basis points) Trade Finance Fixed Income Separate Accounts $75 million+: 0.50% (50 basis points) Trade Finance Fixed Income Separate Accounts $0 - $50 million: 0.50% (50 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $50 million - $100 million: 0.35% (35 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $100 million+: 0.25% (25 basis points) Floating Rate Strategic Multi-Sector Fixed Income Separate Accounts $0 - $15 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $15 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Separate Accounts $0 - $15 million: 0.375% (37.5 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $15 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Separate Accounts $0 - $5 million: 0.35% (35 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.25% (25 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.23% (23 basis points) General Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.35% (35 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $5 million - $50 million: 0.30% (30 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.275% (27.5 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Core Plus Fixed Income Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.15% (15 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.125% (12.5 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.10% (10 basis points) Treasury Ladders Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.20% (20 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.175% (17.5 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $100 million+: 0.15% (15 basis points) Corporate Ladders Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.70% (70 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.60% (60 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.50% (50 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.40% (40 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $100 million+: 0.35% (35 basis points) Large Cap, All Cap Value, Balanced Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.75% (75 basis points) International Equity Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.65% (65 basis points) International Equity Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.55% (55 basis points) International Equity Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.45% (45 basis points) International Equity Managed Accounts and Model Portfolio Management Services $100 million+: 0.40% (40 basis points) International Equity Managed Accounts and Model Portfolio Management Services $0 - $5 million: 0.85% (85 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $5 million - $25 million: 0.80% (80 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $25 million - $50 million: 0.75% (75 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $50 million - $100 million: 0.70% (70 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $100 million+: 0.60% (60 basis points) Small Cap Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.30% (30 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.25% (25 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.20% (20 basis points) Federated Hermes CW Henderson Ultrashort-Short Municipal Managed Accounts and Model Portfolio Management Services $0 - $25 million: 0.35% (35 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $25 million - $100 million: 0.30% (30 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services $100 million+: 0.25% (25 basis points) Federated Hermes CW Henderson Intermediate-Long Municipal Managed Accounts and Model Portfolio Management Services
Performance-based fees charged for certain accounts, including Pooled Investment Vehicles; fees vary and are negotiated and specified in investment management agreements.
Account minimum: $100,000 for Managed Account Program Equity Accounts; $250,000 for Managed Account Program Taxable Fixed Income Accounts; $10 million for Small Cap Separate Accounts; $25 million for other Separate Account strategies; $500 million for Money Market/Liquidity Separate Accounts; $100 million for Active Cash Fixed Income Separate Accounts; $50 million for Short-Intermediate Duration Fixed Income Separate Accounts; $1 million for Federated Hermes CW Henderson division non-Managed Accounts; $500,000 for Federated Hermes CW Henderson division Managed Account Program accounts
Houston, TX
Illinois · Massachusetts · New York · Pennsylvania · Texas
MDT Advisers, A Division of Federated MDTA LLC
2023 - Present (3 years)
Federated Global Investment Management Corp.
2023 - Present (3 years)
Federated Investment Counseling
2023 - Present (3 years)
Federated Hermes Inc.
2023 - Present (3 years)
Federated Securities Corp.
2023 - Present (3 years)
International Assets Advisory, LLC
2022 - 2023 (1 year)
Megatel Capital Investments
2022 - 2023 (1 year)
Frost Investment Advisors, LLC
2020 - 2022 (2 years)
Cetera Investors
2019 - 2019 (1 year)
Student Managed Fund
2019 - 2019 (1 year)
Cotton Holdings
2017 - 2017 (1 year)
University of the Incarnate Word
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Folse Financial
My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!
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