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Michael Collins

Kingsbury Capital Investment Advisors LLC
26 Years of Experience
Chicago, IL
4 DisclosuresMay Earn Commission
View SEC Summary
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Michael Collins is a registered investment advisor at Kingsbury Capital Investment Advisors LLC, based in Chicago, IL, with 26 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 250 clients with $160M in assets under management.

Kingsbury Capital Investment Advisors LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
250 clients
Average Client Portfolio
$648K average
Assets Under Management
$162.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable and may be subject to discounts for individual accounts or households.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Chicago, IL

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History

Regulatory History (4)
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
February 2025
Settled
Regulatory
November 2019
Final
Customer Dispute
March 2018
Settled
Employment Separation After Allegations
October 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a member of Valence Partners LLC, dedicating minimal time to this role. He is also an investment advisor with Kingsbury Capital Investment Advisors, LLC, and has been compensated since 2017.

Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Kingsbury Capital, INC.Broker
November 2017 - November 2019 · 2 yrs
Robert W. Baird & CO. Incorporated
October 2010 - October 2017 · 7 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2010 - October 2017 · 7 yrs
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
April 2004 - April 2007 · 3 yrs
Citigroup Global Markets INC.
December 1999 - April 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
November 1999 - April 2004 · 4 yrs 5 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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