John Collins
John Collins is a registered investment advisor at Infinity Financial Services Advisory, based in Madison, CT, with 46 years of industry experience. John 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 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
Madison, CT
Get directionsHistory
Regulatory History (3)
Regulatory
April 2021Employment Separation After Allegations
December 2015Customer Dispute
November 2015Other Business ActivitiesSells Insurance
John is an independent insurance agent with Collins Associates, selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1976, dedicating a few hours per week. He also sells group LTD + group life, term UL whole life, index UL, LTC fixed annuity, spending about 10% of his time on this activity.
Employment History
Current Registrations
Infinity Financial Services Advisory
Previous Registrations
Infinity Financial ServicesBroker
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Infinity Financial Services
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
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.