Collective Family Office is a registered investment advisor based in York, Pennsylvania, providing discretionary portfolio management and pension consulting services. The firm builds customized investment strategies tailored to each client's specific goals, risk tolerance, and financial situation. Collective Family Office works with various securities, including stocks, bonds, mutual funds, exchange-traded funds, options, private equity, and real estate interests. In addition to managing investments directly, Collective Family Office may recommend specialized sub-advisors for alternative investments like private equity, private credit, and hedge funds. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is up to 1.00% of assets under management. Non-managed assets included in reviews are charged up to 0.15% annually. Fees are negotiable.