Robert Collins
Robert Collins is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Scottsdale, AZ, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
14500 N. Northsight Boulevard, Suite 313, Scottsdale, AZ, 85260
Get directionsHistory
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
Since 2022, Robert has been the owner of Kandr Collins, LLC, which receives commissions from the sale of group medical benefits and property and casualty insurance. Robert devotes a few hours per week to this investment-related business.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Nylife Securities LLCBroker
New England SecuritiesBroker
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.