David Collins
David Collins is a registered investment advisor at Wealthcare Financial Group, INC., based in Peachtree City, GA, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 130 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5M+ | 2.50% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
21 Eastbrook Bend, Suite 118, Peachtree City, GA, 30269
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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
David is a co-owner of ACDC Victory LLC, a real estate business involved in purchasing rental property. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Wealthcare Financial Group, INC.
State Registrations2 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.