Collins Advisors

Overview

Collins Advisors is an independent Registered Investment Adviser organized as a limited liability company that serves individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing for planning or advisory work. Its advisory lineup centers on financial planning and portfolio management for individuals and small businesses, with capacity to manage portfolios for business or institutional clients as well. Investment strategy emphasizes public funds and mutual funds as the primary building blocks of client portfolios. The firm is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Collins Advisors functions as a traditional fee-based RIA rather than a capital allocator, and it uses third-party managers when accessing alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices