MC
MC
Michael Collins
26 Years of Experience
4 DisclosuresMay Earn Commission
Michael Collins is a registered investment advisor at Kingsbury Capital Investment Advisors LLC, based in Wilmette, IL, with 26 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $160M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
250 clients
Average Client Portfolio
$648K average
Assets Under Management
$162.0M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wilmette, IL
Get directionsHistory
Regulatory History (4)
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Customer Dispute
February 2025Settled
Regulatory
November 2019Final
Customer Dispute
March 2018Settled
Employment Separation After Allegations
October 2017Other Business Activities
Michael is a member of Valence Partners LLC, dedicating minimal time to this role. He is also an investment advisor with Kingsbury Capital Investment Advisors, LLC, and has been compensated since 2017.
Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
November 2017 - Present · 8 yrs 5 mos
Previous Registrations
Kingsbury Capital, INC.Broker
November 2017 - November 2019 · 2 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2010 - October 2017 · 7 yrs
Robert W. Baird & CO. Incorporated
October 2010 - October 2017 · 7 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2004 - April 2007 · 3 yrs
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Citigroup Global Markets INC.
December 1999 - April 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
November 1999 - April 2004 · 4 yrs 5 mos
State Registrations1 state
IL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.