K. Collins
Advisor at Collins/Moody Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Collins/Moody Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA 30607
Credentials
Series 65
Industry experience
22 years
K. Collins is a Series 65-licensed advisor with Collins/Moody Financial Services, L.L.C. in Athens, GA, bringing 22 years of industry experience. He has been with Collins/Moody Financial Services since 2001 and has worked at the affiliated accounting firm Collins/Moody & Company, PC since 1980. Collins’s background includes significant involvement in accounting and tax work through his CPA role. Collins/Moody Financial Services, LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, nonprofits, and retirement plans. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing passive asset-class mutual funds and model portfolios through Savant Wealth Management while maintaining oversight of trade execution and portfolio administration.
Based on Collins/Moody Financial Services, L.L.C.
Based on Collins/Moody Financial Services, L.L.C.
$150,000 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% Over $10,000,000+: 0.60%
Commissions received from insurance products sold by personnel licensed as insurance agents
Account minimum: $150,000 Minimum fee: $3,000 minimum annual fee for Retirement Plan Services Fee-only: Advisory fees based on percentage of assets under management, no commissions on advisory services
455 Newton Bridge Road
Athens, GA 30607
Georgia · Texas
Collins/Moody Financial Services, LLC
2001 - Present (25 years)
Collins/Moody & Company, PC
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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