Collaborative Portfolio Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Collaborative Portfolio Management, L.L.C. serves individuals and families as well as businesses, trusts, estates and charitable organizations, providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice and monitoring. The firm manages taxable and tax-advantaged accounts across three platforms (managed stock/ETF/fixed income accounts, managed accounts, and individual-level retirement accounts) and also offers targeted consulting on estate planning, retirement planning and other financial matters.
The firm’s investment process emphasizes relative strength analysis and point-and-figure charting to build globally diversified portfolios that seek to allocate into stronger market areas while emphasizing capital preservation. CPM implements strategies using individual equities, bonds, mutual funds and ETFs and may use short-term trades, option writing, margin or short sales when appropriate, with accounts reviewed formally on a quarterly basis and monitored by the Chief Compliance Officer.
A distinctive practice at CPM is that some associated persons also act as registered representatives of broker-dealers and are licensed insurance agents and may receive customary commissions for insurance or brokerage transactions; the brochure discloses this potential conflict and states clients are under no obligation to use those services. The firm also notes that advisory fees may be adjusted in consideration of commissions earned and describes supervisory controls (quarterly reporting to the CCO and prior approvals for IPOs/private placements) intended to address conflicts of interest.
Client services
Expertise
Fee options
$1,000 to $15,000 fixed fee for consulting services; ongoing planning annual fee $1,000 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable $0 - $1,000,000: 1.00% for 401(k) advice and monitoring services (assets under review)
Commission earnings from insurance product transactions by associated persons
$50 to $250 per hour depending on complexity
Ongoing quarterly planning and consulting fees, annual fee typically ranges from $1,000 to $5,000
Account minimum: $100,000 Minimum fee: $2,500 minimum fee for 401(k) advice and monitoring services
Main office
10985 Cody Street, Suite 140
Overland Park KS 66210
Advisors at this office
4
Most active in
California · Kansas · Missouri · Texas
Also doing business as
Collaborative Portfolio Management · Collaborative Portfolio Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Resa T
Series 65
Overland Park, KS
Collaborative Portfolio Management
Resa Thomas is a Series 65-licensed advisor at Collaborative Portfolio Management with over 14 years of industry experience, including a prior role at Capital Portfolio Management. She has been with Collaborative Portfolio Management since 2025. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations, offering discretionary portfolio management and investment consulting. The firm employs a relative strength analysis and point-and-figure charting approach to create globally diversified portfolios focused on capital preservation.
Mychal M
Series 65
Overland Park, KS
Collaborative Portfolio Management
Mychal Masterson is a financial advisor at Collaborative Portfolio Management with two years of industry experience. He holds the Series 65 designation and previously worked at Capital Portfolio Management LLC and Unum. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a relative strength and point-and-figure charting approach to build globally diversified portfolios using a variety of securities and regularly monitors accounts with formal quarterly reviews.
James D
ChFC®, Series 63, Series 65
Overland Park, KS
Collaborative Portfolio Management
James De Julio is a financial advisor with Collaborative Portfolio Management, L.L.C., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Raymond James Financial Services Advisors Inc. and First National Bank. De Julio has been with Collaborative Portfolio Management since 2024. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm uses relative strength analysis and point-and-figure charting to construct globally diversified portfolios that seek to allocate into stronger market areas while emphasizing capital preservation.
John O
Series 63, Series 65
Overland Park, KS
Collaborative Portfolio Management
John Orindgreff is a financial advisor at Collaborative Portfolio Management with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Comprehensive Asset Management & Servicing, Inc. and Capital Portfolio Management, LLC. Outside of his advisory role, he is involved in fixed annuity sales as an insurance representative. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a relative strength and point-and-figure charting investment approach to construct globally diversified portfolios focused on capital preservation.
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