Collin Day is a registered investment advisor at Farris Capital Management INC., based in Carrollton, TX, with 3 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 395 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farris Capital Management offers investment management services through Betterment Securities, Zoe Wealth Platform, Fidelity Institutional Wealth Services, and Charles Schwab. The annual fee is based on the amount of your portfolio and is negotiable.
For Betterment and Zoe Wealth platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.25%
- $500,001 - $1,000,000: 1.15%
- $1,000,000 and above: Negotiable
For Fidelity and Schwab platforms, the fees are:
- $0 - $100,000: 1.50%
- $100,001 - $250,000: 1.35%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,000 and above: Negotiable
Location
4425 Plano Pkwy, Ste. 1701, Carrollton, TX, 75010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Farris Capital Management INC.
State Registrations1 state
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