Brian Collins is a registered investment advisor at Collins Advisors, based in Charleston, SC, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 20 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$720K average
Assets Under Management
$14.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $1,000 may apply, but will not exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Charleston, SC
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Regulatory History (1)
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Regulatory
January 2022Final
Employment History
Current Registrations
Collins Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Donaldson, Lufkin & Jenrette Securities CorporationBroker
February 1995 - December 1998 · 3 yrs 10 mos
Bt Securities CorporationBroker
December 1994 - February 1995 · 2 mos
State Registrations1 state
SC
Advisor
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
No exam information available for this advisor.