Collective Wealth Partners provides financial planning, recommends third-party investment management platforms, advises on financial matters, and constructs investment portfolios. They offer both discretionary and non-discretionary investment management services. Financial planning services are offered on a comprehensive or limited engagement basis. They also provide consulting services to entrepreneurs and small business owners, employee benefits advisement, retirement plan advisory services, and estate planning services.
Assets Under Management$42M
Clients205
Advisors6
Avg. per Client$210K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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