Collaborative Financial Solutions LLC
Collaborative Financial Solutions LLC (CRD# 312627) is a financial advisory firm headquartered in Brookline, MA. They manage $15,300,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Collaborative Financial Solutions LLC
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$170,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Collaborative Financial Solutions LLC
1
Craig Harsfield (CRD# 4476167) is an Investment Advisor Representative working at Collaborative Financial Solutions LLC in Brookline, MA and has over 22 years of experience in the finance industry.
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