Gavin Collins is a registered investment advisor at Monocacy Wealth Management, LLC, based in Cape Coral, FL. Gavin 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, Investment Management, and 2 more. Their firm serves 92 clients with $43M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. The maximum annual fee charged to clients utilizing Third Party Managers will not exceed 2% in combination with the fee from Monocacy.
Fee Estimator
Location
Cape Coral, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monocacy Wealth Management, LLC
State Registrations1 state
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