Collective Wealth, LLC offers investment management, retirement plan services, and financial planning. Investment management is tailored to client goals and risk tolerance. Retirement plan services include advising plan sponsors on investment decisions. Financial planning covers various aspects like financial goals, net worth, retirement strategy, risk management, and estate preservation.
Assets Under Management$8.6M
Clients22
Advisors1
Avg. per Client$390K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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