Collective Wealth Advisors manages investment portfolios and provides financial planning services for individuals, high net worth families, charitable organizations, and businesses. The firm builds personalized portfolios using mutual funds, equities, fixed income securities, and third-party managers, while offering both discretionary and non-discretionary trading authority. Collective Wealth Advisors partners with an independent account administrator to assist with portfolio allocation and back-office services, and also provides retirement plan consulting for employers. Clients can receive ongoing portfolio monitoring, rebalancing, and comprehensive financial planning covering estate, tax, retirement, and insurance needs. The firm does not have a formal account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% of assets under management. Fees are negotiable. Third-party sub-advisors or account administrators may charge additional fees ranging from 0.18% to 2.00% depending on the strategy.