Garry Collins
Garry Collins is a registered investment advisor at Whitestone Capital Management LLC, based in Clarksville, IN, with 17 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 171 clients with $12M 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 $500K | 1.95% |
| $500K - $1000K | 1.85% |
| $1M+ | 1.75% |
Schedule 1 (more client input): 1.50% on the first $500,000, 1.45% from $500,001 to $999,999, and 1.40% over $1,000,000. Schedule 2 (WCM's choices of securities): 1.95% on the first $500,000, 1.85% from $500,001 to $999,999, and 1.75% over $1,000,000.
Fee Estimator
Location
Clarksville, IN
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2016Investigation
July 2007Other Business ActivitiesSells Insurance
Garry is the President of Provident Retirement & Financial Services, Inc., offering insurance products like fixed annuities, fixed index annuities, and life insurance as a licensed agent since 2002. He spends minimal time servicing existing clients and occasionally meeting with referred prospective clients.
Employment History
Current Registrations
Whitestone Capital Management LLC
Previous Registrations
Brookstone Capital Management LLC
Reap Financial Group, LLC
Brookstone Capital Management LLC
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.