Thomas Pratt
Thomas Pratt is a registered investment advisor at Collaborative Wealth, based in Orlando, FL, with 9 years of industry experience. Thomas 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
6900 Tavistock Lakes Blvd, Ste 400, Orlando, FL, 32827
Get directionsHistory
Regulatory History (2)
Criminal
April 1998Criminal
March 1998Other Business ActivitiesSells Insurance
Thomas operates Collaborative Wealth as a DBA for his LPL business and as an independent investment advisor, spending nearly full-time on these activities. He also works as an agent selling fixed insurance products, dedicating about 10-20% of his time, and has outside employment with Rollershade Dirrect.
Employment History
Current Registrations
Collaborative Wealth
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 states
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.