How does the advisor help clients – Key Takeaways:
COLLECTIVE GLOBAL MANAGEMENT, L.P. is a financial advisor firm that specializes in providing comprehensive financial planning and investment management services to its clients. With a team of experienced professionals and a broad range of financial services, the firm helps its clients achieve their financial goals and secure their financial future.
Some key takeaways of the firm’s services include:
- Personalized financial planning and investment management tailored to each client’s unique needs and goals
- Goal-oriented and long-term approach to financial planning
- Access to a wide range of financial services and resources
- Continued monitoring and adjustments to the financial plan as needed
- Commitment to transparency and client communication
Facts and Insights
Founded in 2006, COLLECTIVE GLOBAL MANAGEMENT, L.P. has been in business for over 15 years, serving individuals and families, businesses, and institutions. The firm is headquartered in New York City, with additional offices in major cities across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $5.2 billion | 25+ | 15+ years |
*All data is publicly available and may be subject to change.
Financial Services Offered
COLLECTIVE GLOBAL MANAGEMENT, L.P. offers a range of financial services to its clients, including:
- Asset and wealth management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
- Investment consulting
Client Types
The firm serves a diverse range of clients, including:
- High net worth individuals and families
- Business owners and executives
- Non-profit organizations
- Pension and profit-sharing plans
- Trusts and estates
Fees & Compensation
COLLECTIVE GLOBAL MANAGEMENT, L.P. charges a percentage of assets under management as its fee, which varies depending on the size of the client’s portfolio and the complexity of their financial needs. The firm uses a fee-only compensation structure, meaning they do not receive commissions or other forms of compensation for recommending specific products or services to clients.
Background
The team at COLLECTIVE GLOBAL MANAGEMENT, L.P. consists of experienced and highly qualified professionals with backgrounds in finance, accounting, law, and other related fields. The firm’s advisors hold various certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
Clients should be aware of the following disclosures when working with COLLECTIVE GLOBAL MANAGEMENT, L.P.:
- The firm may receive compensation from third-party companies for the sale of their products or services.
- The firm has no legal or disciplinary actions against it or its advisors in the past 10 years.
- The firm offers fee-only services and does not receive commissions or other forms of compensation for recommending specific products or services.
- Additional fees may apply for services not included in the firm’s standard fee schedule.
Overall, COLLECTIVE GLOBAL MANAGEMENT, L.P. is a reputable and experienced financial advisor firm that helps its clients achieve their financial goals through personalized financial planning and investment management services. With a commitment to transparency and client communication, the firm is a trusted partner for individuals and businesses looking to secure their financial future.