Collaborative Portfolio Management

Overview

Collaborative Portfolio Management is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered and completed its registration in 2024. Its client base is focused on individuals and families; advisory services are oriented toward financial planning and discretionary portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which complements its product mix. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly charges, fixed fees and commissions. The firm is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives