TrueAdvisor
TrueAdvisor
CC
CC

Chelsey Elaine Collins

B. Riley Wealth Advisors, INC.
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
B. Riley Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
17,372 clients
Average Client Portfolio
$405K average
Assets Under Management
$7.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Fees and breakpoints are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Castle Rock, CO

Get directions

History

Regulatory History
Clean regulatory record

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
B. Riley Wealth Management
March 2023 - Present · 2 yrs 11 mos
B. Riley Wealth Advisors, INC.
March 2023 - Present · 2 yrs 11 mos
B. Riley Wealth ManagementBroker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
August 2022 - September 2022 · 1 mo
B Riley Wealth Management
October 2012 - September 2022 · 9 yrs 11 mos
B. Riley Wealth ManagementBroker
October 2012 - September 2022 · 9 yrs 11 mos
Wells Fargo Advisors, LLC
February 2010 - October 2012 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
August 2008 - October 2012 · 4 yrs 2 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.