Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
209 clients
Average Client Portfolio
$739K average
Assets Under Management
$154.5M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
Financial Plan Fee:$1,500 - $3,000
Hourly Rate:$100 - $300/hr

KCIA charges fees based on a percentage of assets under management. For individual accounts, the fee is 2.00% on the first $1,000,000, 1.50% on amounts between $1,000,000 and $5,000,000, and 1.25% on amounts over $5,000,000. These fees are negotiable. For institutional retirement accounts, fees range from 1.250% to 0.500% depending on the asset range. KCIA generally requires a minimum investment of $50,000, but may waive this requirement. They also charge hourly fees for project-specific work, ranging from $100 to $300 per hour. Financial planning fees are $250 per hour or a fixed fee between $1,500 and $3,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
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Advisor Information

Office location

Wilmette, IL

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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
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.

Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Kingsbury Capital, INC.Broker
November 2017 - November 2019 · 2 yrs
Robert W. Baird & CO. Incorporated
October 2010 - October 2017 · 7 yrs
Robert W. Baird & CO. Incorporated Broker
October 2010 - October 2017 · 7 yrs
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith Barney Broker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
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
Exams
No exam information available for this advisor.
Michael Jason Collins - Financial Advisor | AdvisorDiscover