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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 937 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is 2.50% and typical fees range from 0.25% to 2.50%. Fees are negotiable based on account size, family relationships, and services provided.
Fee Estimator
Location
972 International Parkway, Lake Mary, FL, 32746
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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 Activities
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
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
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