K. Collins is a registered investment advisor at Collins/moody Financial Services, L.L.C., based in Athens, GA, with 22 years of industry experience. K. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $42M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.60% |
Savant Wealth Management's fees are included in Collins/Moody's total fees. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Location
455 Newton Bridge Road, Athens, GA, 30607
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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 →Employment History
Current Registrations
Collins/moody Financial Services, L.L.C.
Previous Registrations
Collins/moody Financial Services, L.L.C.
State Registrations2 states
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