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Charles Collins

&partners
31 Years of Experience
Arlington Heights, IL
2 DisclosuresBroker
View SEC Summary
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Charles Collins is a registered investment advisor at &partners, based in Arlington Heights, IL, with 31 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

44 S. Vail Ave, Suite 200, Arlington Heights, IL, 60005

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2012
Denied
Customer Dispute
January 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
&partnersBroker
May 2026 - Present · 5 mos
&partners
May 2026 - Present · 5 mos
Previous Registrations
Wells Fargo Advisors
May 2016 - May 2026 · 10 yrs
Wells Fargo Clearing Services, LLCBroker
May 2016 - May 2026 · 10 yrs
Morgan Stanley
October 2012 - June 2016 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Citigroup Global Markets INC.Broker
November 2003 - June 2009 · 5 yrs 7 mos
Morgan Stanley
November 2002 - November 2003 · 1 yr
Morgan Stanley Dw INC.Broker
February 1997 - November 2003 · 6 yrs 9 mos
Pruco Securities CorporationBroker
November 1994 - January 1997 · 2 yrs 2 mos
State Registrations36 states
AKALAZCACOCTDCDEFLGAIAIDILINMAMDMEMIMNMONCNJNMNVNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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.
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