MC
CFP
MC
CFP

Michael Collins

17 Years of Experience
Buford, GA
BrokerSells Insurance

Michael Collins is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Buford, GA, with 17 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

22 Buford Village Way Ste 200, Buford, GA, 30518

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works as an insurance agent for Bankers Life & Casualty and as an insurance representative for Protective Life, focusing on life insurance for high-net-worth clients. Both roles take up a full-time commitment.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
February 2017 - Present · 9 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Investment Advisors
May 2012 - May 2016 · 4 yrs
Proequities, INC.Broker
May 2010 - May 2016 · 6 yrs
Northwestern Mutual Investment Services, LLCBroker
January 2009 - November 2009 · 10 mos
State Registrations27 states
ALARAZCTDEFLGAIAILINKYLAMAMIMOMSNCNHNYOHPARISCSDTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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