Collaborative Portfolio Management

Overview

Collaborative Portfolio Management is a limited liability company organized as an independent registered investment adviser. The firm is positioned to serve individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its compensation model includes percentage-of-AUM fees as well as hourly and fixed fees and the use of commissions, which reflects a mix of advisory and insurance/brokerage revenue streams. The adviser is SEC-registered as of 2024 and describes itself as a domestic, individually owned entity rather than a capital allocator or pension consultant. Collaborative Portfolio Management does not identify as an active ESG investor and is not structured as a multi-state adviser in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives