Andrea Collins
Andrea Collins is a registered investment advisor at Charles Schwab & CO., INC., based in Newport Beach, CA, with 18 years of industry experience. Andrea 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
610 Newport Center Drive, Suite 150, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2025Customer Dispute
June 2023Other Business Activities
Andrea is a self-publishing author and contributor to 3815 Media, providing family stories of intergenerational wealth transfer, dedicating about 10-20% of her time to each. She also works as a community service counselor at Inglewood Park Cemetery, helping families with funeral and burial pre-planning, spending about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Cnr Securities, LLCBroker
City National Rochdale
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 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.