Thomas Pratt
Thomas Pratt is a registered investment advisor at Collaborative Wealth, based in Orlando, FL, with 10 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. 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
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.
Exams
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