Collaborative Wealth Advisors, LLC
Collaborative Wealth Advisors, LLC (CRD# 128431) is a financial advisory firm headquartered in Westford, MA. They manage $70,299,700 in 280 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Collaborative Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management70MILLION
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Total Number of Accounts280ACCOUNTS
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Average Account Value$251,070
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Collaborative Wealth Advisors, LLC
1
Richard Boretti (CRD# 3130890) is an Investment Advisor Representative working at Collaborative Wealth Advisors, LLC in Westford, MA and has over 25 years of experience in the finance industry.
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