Brian Mckinney is a CFP-designated registered investment advisor at Collective Wealth Partners, LLC, based in Aurora, CO, with 14 years of industry experience. Brian 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
Aurora, CO
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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 speaker who participates in speaking engagements throughout the year. He owns the speaking business and is compensated based on the topic and timing of the opportunity, but does not intend to recommend investments.
Employment History
Current Registrations
Collective Wealth Partners, LLC
Previous Registrations
Smart Money Group, LLC
Grid 202 Partners
USAA Financial Planning Services
Axis Financial Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Blackrock Investment Management LLC
Merrill Lynch Investment Managers LP
State Registrations6 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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