Collins/Moody Financial Services (CMFS) offers investment advice and manages portfolios for individuals, IRAs, trusts, employee benefit plans, and institutional clients. CMFS works with clients to determine their investment objectives and recommends asset allocation strategies. CMFS also contracts with Savant Wealth Management for portfolio management, trading, and other services. CMFS representatives are also CPAs and licensed insurance agents.
Assets Under Management$42M
Clients50
Advisors1
Avg. per Client$840K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.60% |
Savant Wealth Management's fees are included in Collins/Moody's total fees. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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