Kamila Elliott
Kamila Elliott is a CFP-designated registered investment advisor at Collective Wealth Partners, LLC, based in Brookhaven, GA, with 24 years of industry experience. Kamila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 209 clients with $60M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for amounts over $5,000,000 are negotiable. Third-party investment management platforms may have aggregate fees ranging up to 2% per year.
Fee Estimator
Location
Brookhaven, GA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kamila is a committee member for WMBE Partners, providing support to franchise owners. She also provides non-variable insurance support, volunteers for the CFP Board, prepares taxes, and contributes to CNBC as a financial advisor, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Collective Wealth Partners, LLC
Previous Registrations
Grid 202 Partners
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
Vanguard Advisers INC
Vanguard Marketing 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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