Sean Collins is a registered investment advisor at Core Alpha, INC., based in Rochester, NY, with 19 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 303 clients with $110M 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 $400K | 1.00% |
| $400K - $700K | 0.75% |
| $700K+ | 0.50% |
Fees may be negotiable based on client situations.
Fee Estimator
Location
1701 Chili Avenue, Rochester, NY, 14624
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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
Sean owns a small retail website called American Emart. He also owns and operates S.P. Collins & Company, which offers tax preparation services.
Employment History
Current Registrations
Core Alpha, INC.
Mutual Funds Associates INC.Broker
State Registrations2 states
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