Collar Capital Management offers investment advice to individuals. The firm manages investment portfolios using stocks, bonds, exchange traded funds, closed-end funds, digital assets and options. Collar Capital Management also provides pension consulting services to employer plan sponsors. Financial planning support is included with asset management at no additional cost.
Assets Under Management$180M
Clients125
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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