Steven Collins
Steven Collins is a registered investment advisor at Xml Financial Group, based in Owings Mill, MD, with 31 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,944 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.10% |
Fees are negotiable. Advisors may apply a fixed annual management fee of 1.25% or higher for households with lower asset levels or those requiring elevated servicing.
Fee Estimator
Location
Owings Mill, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Employment History
Current Registrations
Xml Financial Group
Xml Securities
Xml SecuritiesBroker
Previous Registrations
Lara, May & Associates, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fbr Investment Services, INC.Broker
Fisher Investments
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.
Exams
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