Collaborative Capital Advisors (CCA) offers portfolio management services to high-net-worth individuals, partnerships, trusts, estates, charitable organizations, educational institutions, retirement accounts, pension and profit-sharing plans, corporations, and other business entities. CCA creates an Investment Policy Statement for each client to outline their goals, objectives, time horizon, and risk tolerance. Financial planning is included with portfolio management services. CCA may direct clients to third-party investment advisors.
Assets Under Management$390M
Clients18
Advisors2
Avg. per Client$22M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees are generally negotiable. Clients may terminate the agreement with 90 days' written notice.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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