Michael Jason Collins

Kingsbury Capital Investment Advisors LLC

26 Years of Experience

4 DisclosuresMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Kingsbury Capital Investment Advisors LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

209 clients

Average Client Portfolio

$739K average

Assets Under Management

$154.5M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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

—

Location

Wilmette, IL

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2025

Settled

Regulatory

November 2019

Final

Customer Dispute

March 2018

Settled

Employment Separation After Allegations

October 2017

View Full SEC Report How to Read Disclosures

Other 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.