Charles Collins is a registered investment advisor at Toews Asset Management, based in Northfield, NJ, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 154 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Toews Asset Management offers investment management through the i-Vest and IRMS programs.
i-Vest Program: Fees range from 0.56% to 2.00% annually, including both Toews's fee (0.50%) and the Financial Intermediary's fee (0.06% - 1.50%). Toews may waive its fee if the allocation to Toews Funds is greater than or equal to 30%.
IRMS Program:
- Accounts less than $100,000: 2.30% annually (minimum annual fee of $1,150)
- Accounts from $100,000 to $1,999,999: Tiered fees ranging from 1.25% to 2.00% (minimum annual fee of $2,000)
- Accounts $2,000,000 and over: 1.00% annually (minimum annual fee of $20,000)
Location
1750 Zion Road, Suite 201, Northfield, NJ, 08225-1844
Get directionsHistory
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
Toews Asset Management
Previous Registrations
Tullett Prebon Financial Services LLCBroker
Gfi Securities LLCBroker
Ppg West LLCBroker
Phoenix Derivatives Group, LLCBroker
Advanced Equities Services CORP.Broker
Van Der Moolen Specialists USA, LLCBroker
Mony Securities CorporationBroker
State Registrations3 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.