Collier Financial is an independent investment advisory firm offering financial planning and asset/portfolio management. They help clients build, manage, and preserve their wealth to achieve their financial goals. Services include investment analysis, asset allocation, quarterly portfolio statements, and ongoing management. Financial planning is included with investment management services. Collier Financial primarily allocates client assets among individual debt and equity securities, mutual funds, ETFs, and ETNs.
Fee Structure
Collier Financial charges a fee based on a percentage of the value of your portfolio. The fee is calculated on a pro-rated basis and billed in advance every three months. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of your account, complexity, and activity. Fees are assessed on all assets, including securities, cash, and money market balances. The investment advisory fees will not exceed 2.00%.