AC
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Anthony Collins

9 Years of Experience
Salisbury, CT
Broker

Anthony Collins is a registered investment advisor at Eia Investments LLC, based in Salisbury, CT, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $150K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$154K average
Assets Under Management
$154K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees range from 0.25% to 1.00% depending on the index investment strategy. There is an additional $125 annual fee for accounts with AUM of less than US $250,000. Clients investing more than US $250,000 may negotiate performance-based fees in lieu of a lower AUM fee.

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

60 Bunker Hill Road, Salisbury, CT, 06068

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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 Activities

Anthony is the owner/officer of Economic Index Associates LLC and Union Square Capital Advisors LLC, dedicating about half his time to these roles. He also serves as a director/consultant for IRIS Metals, a junior mining company, spending about 30% of his time per week.

Employment History
Current Registrations
Eia Investments LLC
April 2024 - Present · 2 yrs 1 mo
Usq Securities LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Eia Investments LLC
June 2021 - December 2023 · 2 yrs 6 mos
Enclave Capital LLCBroker
April 2016 - July 2019 · 3 yrs 3 mos
State Registrations3 states
CTILNY
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.