Randall Reed is a registered investment advisor at Collaborative Wealth, based in Stuart, FL, with 26 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
1805 S Kanner Highway, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall is the owner of Reed and Company, a tax preparation/accounting/CPA firm, dedicating nearly all of his time to it since 1990. He also works as a coach at Boca Raton Christian School, spending minimal time on this activity, and Treasure Coast Financial Services, Inc. is a DBA for his LPL business.
Employment History
Current Registrations
Collaborative Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Treasure Coast Financial Services
Mutual Service CorporationBroker
Prime Capital Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations2 states
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.