Hubert Collins is a registered investment advisor at Grow Funds LLC, based in La Jolla, CA, with 40 years of industry experience. Hubert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 46 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a case-by-case basis. The firm may reduce or waive fees in its sole discretion.
Fee Estimator
Location
4275 Executive Square, Suite 335, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Regulatory
July 1990Customer Dispute
July 1988Other Business Activities
Hubert is a director on the board of directors for the Thomas C. Ackerman Foundation, a charitable foundation, dedicating minimal time. He also works nearly full-time as an investment adviser representative for Messner & Smith Theme Value Investment Management Ltd.
Employment History
Current Registrations
Grow Funds LLC
Previous Registrations
Messner & Smith
Collins Macvean Investment Partners
First Security Van Kasper, INC.Broker
Uam Fund Distributors, INC.Broker
Thomas Green/san Diego Securities IncorporatedBroker
San Diego Securities IncorporatedBroker
State Registrations1 state
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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