Collective Family Office, LLC
Assets Under Management
$451.7M
Number of Clients
127
Number of Advisors
3
Average Client AUM
$3.6M
AUM per Advisor
$150.6M
Compensation
Fee-Only (AUM)
About This Firm
Collective Family Office, LLC offers discretionary portfolio management services tailored to client needs and investment objectives. They provide advice on various securities and may use sub-advisors for alternative investments. They also offer pension consulting services to plans, individuals, and organizations. Management of held away assets is also offered.
Fee Structure
For portfolio management, you'll pay an annual fee of up to 1.00% of your assets under management, billed quarterly in advance. In limited cases, non-managed assets included in portfolio management reviews are subject to an annual fee of up to 0.15%. Fees are negotiable based on factors like assets, investments, and financial complexity. For held away assets, fees will be paid directly by the client or deducted from another managed account. A minimum of $1,000,000 is generally required to establish an advisory relationship, but this may be waived.
Areas of Practice
Location
235 St. Charles Way, Suite 200, York, PA, 17402