Brian Collins
Brian Collins is a CFP-designated registered investment advisor at Comprehensive Investment Management, LLC, based in Philadelphia, PA, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 55 clients with $57M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
For clients who entered into an advisory agreement prior to January 2025, the standard investment management annual fee for the first $500,000 is 1%, the next $500,000 is 0.8%, the next $1,000,000 is 0.5%, the next $1,000,000 is 0.35%, and amounts higher than $3,000,000 is 0.275%.
Fee Estimator
Location
Philadelphia, PA
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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 Activities
Brian is a certified public accountant and co-owner of Collins CPAs, an accounting firm providing accounting and tax preparation services. Brian works approximately full-time at Collins CPAs, including time during securities trading hours, and his primary work related to CIM is tax preparation.
Employment History
Current Registrations
Comprehensive Investment Management, LLC
Previous Registrations
Mc2 Financial Advisers, INC.
Collins & Company Financial Advisers
State Registrations1 state
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