Collins Advisors offers investment management services, creating personalized investment plans and managing client portfolios. They also provide financial planning services, including cash flow management, retirement planning, and general advice on insurance and taxes. Financial planning is generally offered at no additional charge to investment management clients, but is also available as a stand-alone service at an hourly rate.
Assets Under Management$14M
Clients20
Advisors1
Avg. per Client$720K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $1,000 may apply, but will not exceed 2% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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