DC
DC

Donald Collins

19 Years of Experience
Boston, MA

Donald Collins is a registered investment advisor at Ironwood Investment Management, LLC, based in Boston, MA, with 19 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 279 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
279 clients
Average Client Portfolio
$795K average
Assets Under Management
$221.9M

Fee Structure

Investment management only (planning not offered)

Ironwood Investment Management's fees are determined on a case-by-case basis, considering factors like investment objectives and account size. Fees are generally billed quarterly, and clients can choose to be billed in advance or arrears. Fees are exclusive of brokerage commissions and other related costs.

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Location

21 Custom House Street, Suite 240, Boston, MA, 02129

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ironwood Investment Management, LLC
January 2007 - Present · 19 yrs 4 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.