Elliott Collins
Elliott Collins is a CFP-designated registered investment advisor at Aljen Asset Management LLC, based in West Palm Beach, FL, with 41 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 419 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aljen Asset Management's annual investment advisory fee is based on a percentage of the market value of the assets managed, generally between 0.10% and 1.0%. The specific fee depends on factors like the amount of assets managed, the complexity of the engagement, and the scope of services provided. A minimum asset under management of $50,000 is generally required for investment management services, inclusive of financial planning services.
Location
West Palm Beach, FL
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Regulatory History (1)
Criminal
March 1969Other Business ActivitiesSells Insurance
Elliott is a principal at Aljen Asset Management, LLC, an RIA and TPA firm, working as a pension consultant since 2003. Elliott is also an independent insurance agent, a non-investment related activity, since 2003.
Employment History
Current Registrations
Aljen Asset Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Concord Equity Group, LLCBroker
Walnut Street Securities, INC.Broker
Robert Thomas Securities, INCBroker
Shearson Lehman Hutton INC.Broker
Moore & Schley, Cameron & CO.Broker
Investment Management & Research, INCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.