COLLABORATIVE PORTFOLIO MANAGEMENT

Overview

Collaborative Portfolio Management is an independent SEC-registered investment adviser focused on individual and family clients, with services tailored to financial planning and portfolio management for individuals and small businesses. The firm operates as a hybrid adviser: it conducts advisory work while also holding registered representative and insurance broker roles, which shapes both its product mix and distribution channels. Its fee schedule is mixed — percentage of AUM is combined with hourly and fixed-fee arrangements and commissionable product options — giving flexibility for both ongoing advisory relationships and one-off planning engagements. Investment activity centers on discretionary portfolio management using pooled public vehicles as the dominant vehicle type. The firm is not positioned as an ESG-focused manager and is not structured as a multi-state adviser. Given its registration year and ownership structure as a domestic LLC/individual-owned entity, the firm appears to run a compact advisory model that blends traditional wealth management with insurance and commission-capable solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices