Randall Reed is a registered investment advisor at Collaborative Wealth, based in Stuart, FL, with 27 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 937 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is 2.50% and typical fees range from 0.25% to 2.50%. Fees are negotiable based on account size, family relationships, and services provided.
Fee Estimator
Location
1805 S Kanner Highway, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Randall is the owner of Reed and Company, a tax preparation/accounting/CPA firm, dedicating nearly all of his time to it since 1990. He also works as a coach at Boca Raton Christian School, spending minimal time on this activity, and Treasure Coast Financial Services, Inc. is a DBA for his LPL business.
Employment History
Current Registrations
Collaborative Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Treasure Coast Financial Services
Mutual Service CorporationBroker
Prime Capital Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.
Exams
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