Karen Collins is a CFP-designated registered investment advisor at Three-Sixty Wealth Management, LLC., based in Austin, TX. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for wealth advisory services will not exceed 2.00%. Any fees charged for third-party manager services shall be in addition to our advisory fees. The combined fee for a client between the Firm’s advisory fee and the third-party investment fee will never be greater than or equal to 3.0% of assets under management.
Fee Estimator
Location
13809 Research Boulevard, Suite 500, Austin, TX, 78750
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Three-Sixty Wealth Management, LLC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.