Collie Financial Planning offers financial planning and investment management services. Financial planning covers insurance, cash flow, retirement, education, investments, tax, and estate planning. Collie Financial Planning tailors its services to each client's needs and goals. For investment management, Collie Financial Planning discusses investment options and may use sub-advisors.
Assets Under Management$160M
Clients243
Advisors2
Avg. per Client$670K
Avg. per Advisor$81M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
