Collaborative Financial Solutions LLC
Collaborative Financial Solutions offers investment advice tailored to individual needs and objectives through portfolio management services. They also provide financial planning services, ranging from broad-based to single-subject planning, to help clients manage their financial resources and achieve their goals. Upon specific negotiated situations, Collaborative Financial Solutions includes comprehensive financial planning services at no additional costs for clients who utilize their portfolio management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual portfolio management fee varies up to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Our advisory fee is negotiable, depending on individual client circumstances.