Austin Collins
Austin Collins is a registered investment advisor at Integrated Wealth Advisors, LLC, based in Bellevue, WA, with 19 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 84 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Wealth Advisors offers investment management through programs provided by Commonwealth Financial Network. The fees for these programs are based on a percentage of the assets managed. The specific fees vary depending on the program selected. Clients may also pay transaction charges for certain securities. The firm may elect to pay transaction charges on a client's behalf. Clients participating in the PPS Select program will pay a total account fee that consists of a combination of an advisor fee and a program fee.
Location
500 108th Ave Ne, #1100, Bellevue, WA, 98004
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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 ActivitiesSells Insurance
Austin sells fixed insurance, dedicating minimal time to this activity. He also owns Integrated Wealth Advisors, LLC, to facilitate securities, advisory, and insurance business, also dedicating minimal time. Austin co-owns rental property in Newcastle, WA, which requires no time during business hours.
Employment History
Current Registrations
Integrated Wealth Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations2 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.