Collaborative Wealth Advisors, LLC
Collaborative Wealth Advisors, LLC (CRD# 128431) is a financial advisory firm headquartered in Westford, MA. They manage $27,400,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$228,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Boretti (CRD# 3130890) is an Investment Advisor Representative working at Collaborative Wealth Advisors, LLC in Westford, MA and has over 18 years of experience in the finance industry.