Collin Metscher is a registered investment advisor at Sunbelt Securities, based in Westminster, CO, with 5 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,241 clients with $2.6B 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 fee is 2.50% of assets under management, charged monthly. Fees are negotiable.
Fee Estimator
Location
12000 N Pecos St, Ste 290, Westminster, CO, 80234
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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
Collin is a registered advisor doing financial planning through Innovative Financial Partners LLC, dedicating full-time hours. He also works as an independent contractor in marketing and sales for Infinite Outdoors, LLC, a hunting and fishing platform company, spending a few hours per week.
Employment History
Current Registrations
Sunbelt Securities
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.
Exams
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