Collins Wealth Management (CWM) manages investment portfolios based on clients' individual needs and goals. CWM also offers project-based financial planning services covering retirement, college savings, and estate planning. In addition, CWM provides ongoing financial planning for a monthly fee, where a planner works with clients to develop, implement, and monitor their financial plan. CWM also offers educational seminars and speaking engagements.
Assets Under Management$3.6M
Clients60
Advisors1
Avg. per Client$60K
Avg. per Advisor$3.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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