Theresa Collins
Theresa Collins is a registered investment advisor at Paragon Retirement Planning, INC., based in Troy, MI, with 2 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paragon Retirement Planning recommends third-party investment advisors to manage client portfolios. The total fee you'll pay, including Paragon's fee and the sub-advisor's fee, ranges from 0.50% to 1.95% of your portfolio per year. Paragon's fee alone ranges from 0.25% to 1.2% and may be negotiable.
Location
200 East Big Beaver, Troy, MI, 48083
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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 ActivitiesSells Insurance
Theresa works as an independent insurance agent since 2017. This activity is investment-related.
Employment History
Current Registrations
Paragon Retirement Planning, INC.
State Registrations1 state
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.