A complete list of active advisors currently associated with Collins Advisors
Warmer can help you find a great advisor at Collins Advisors or one who fits your needs even better.
Collins Advisors is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, families, trusts and corporations. The firm manages roughly $14.4 million across about 20 client accounts and delivers portfolio rebalancing, quarterly reporting, and written investment policy development tailored to each client. The firm constructs broadly diversified, long‑term asset allocation portfolios and employs a mix of charting, fundamental, technical and cyclical analysis to inform trading and allocations, with the advisor exercising discretionary authority to implement trades. Collins Advisors also acts as a fiduciary for retirement accounts and offers stand‑alone financial planning services billed hourly. Compared with many solo independent advisers, Collins discloses providing portfolio management to institutional‑type clients (e.g., corporations and retirement plan accounts) and implementing more complex trading approaches in separately managed accounts, including the use of derivatives. Its small scale — one advisor serving a limited number of clients while maintaining written proxy‑voting procedures and customized investment policies — is a distinguishing practice among peers.
To learn more about the advisors currently working at Collins Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charleston, SC
| 7
|
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