Collaborative Wealth Advisors offers personalized financial advice, including investment management and financial planning. They work with individuals to understand their financial goals, risk tolerance, and other relevant information to develop a tailored strategy. They also offer retirement plan advisory services to employee benefit plans. The firm primarily advises on mutual funds and exchange traded funds.
Assets Under Management$76M
Clients142
Advisors2
Avg. per Client$540K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Minimum annual fee is $500 with a minimum account value of $200,000. Alternatively, the firm may charge an annual fixed fee, ranging from $1,500 to $15,000 payable quarterly.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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