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Christine Collins-Schwinger

3 Years of Experience
Buffalo, NY

Christine Collins-Schwinger is a registered investment advisor at Collins Advisors, LLC, based in Buffalo, NY, with 3 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 581 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
581 clients
Average Client Portfolio
$304K average
Assets Under Management
$176.4M

Fee Structure

Investment management only (planning not offered)

Collins Advisors offers comprehensive portfolio management services where clients pay a fee based on the value of their account. The maximum annual fee is 1.25%. The fee is negotiable and is deducted from client accounts monthly or quarterly in advance.

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Location

610 Main Street, Suite 202, Buffalo, NY, 14202

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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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Employment History
Current Registrations
Collins Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
State Registrations1 state
NY
Advisor

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.
Christine Collins-Schwinger - Financial Advisor | TrueAdvisor