Collaborative Wealth Management, Inc. provides personalized financial planning, consulting, and investment management services to individuals, high-net-worth clients, pension plans, charities, and businesses. Collaborative Wealth Management helps clients design and implement long-term investment portfolios using mutual funds, exchange-traded funds, equities, fixed income, and private placements. In addition to portfolio management, Collaborative Wealth Management offers tiered financial planning services ranging from basic consultations and limited plans to comprehensive multi-generational wealth planning addressing retirement, tax concerns, insurance, and estate needs. Collaborative Wealth Management also manages a private real estate fund and maintains referral relationships with third-party asset managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is 2.50% and typical fees range from 0.25% to 2.50%. Fees are negotiable based on account size, family relationships, and services provided.