Jaren Holmes is a registered investment advisor at Collaborative Wealth, based in Lake Mary, FL, with 2 years of industry experience. Jaren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
972 International Parkway, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jaren is the Director of Public Relations for Collaborative Digital Innovations, an AI/ML Software as a Service company, since January 2023. He dedicates nearly full-time hours to this role, including a few hours each day during trading hours, planning PR events, managing social media, and supervising moderation staff.
Employment History
Current Registrations
Collaborative Wealth
State Registrations1 state
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