Collins Advisors, LLC offers investment advisory services to individuals and other clients. As a fiduciary, Collins Advisors acts in the client's best interest. The firm offers comprehensive portfolio management, which includes asset management and financial planning, and retirement plan consulting to employer plan sponsors. Collins Advisors works with clients to understand their financial situation, goals, and risk tolerance to develop an appropriate investment approach.
Assets Under Management$180M
Clients581
Advisors2
Avg. per Client$300K
Avg. per Advisor$88M
www.collinsadvisorsllc.com ·www.facebook.com/collinsadvisorsllc ·www.linkedin.com/company/collins-advisors-llc
Fee Structure
Investment management only (planning not offered)
Collins Advisors offers comprehensive portfolio management services where clients pay a fee based on the value of their account. The maximum annual fee is 1.25%. The fee is negotiable and is deducted from client accounts monthly or quarterly in advance.
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