Ernest Collyer
Ernest Collyer is a ChFC-designated registered investment advisor at Craft & Sage Wealth, based in Kansas City, MO, with 30 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 513 clients with $290M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
2500 Summit Street, #103, Kansas City, MO, 64108
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Ernest is an insurance agent at Collyer and Associates Asset Protection, selling traditional insurance, health insurance, and life settlements. This takes about 10-20% of Ernest's time.
Employment History
Current Registrations
Craft & Sage Wealth
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations2 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.