Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$151,953,256
Clients
182
37% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
46
TypicalAverage account size
$834,908
Collaborative Portfolio Management works with individuals and families as well as businesses, trusts, estates and nonprofit clients, offering discretionary portfolio management, financial planning, consulting, and participant-level 401(k) advice. The firm delivers advisory services across multiple managed-account platforms and also provides limited-scope consulting and ongoing planning engagements.
CPM’s investment process emphasizes relative strength analysis and point-and-figure charting to build globally diversified portfolios using individual equities, ETFs, mutual funds and fixed income, with an expressed focus on capital preservation alongside growth. Accounts are generally managed on a discretionary basis across distinct platform types (managed stock/ETF/fixed income, managed accounts, and participant retirement accounts), and the firm may employ short-term trades, option strategies or margin where appropriate to a client’s risk profile.
Notably, some associated persons of CPM also serve as registered representatives of APW Capital, Inc. and as licensed insurance agents, and in those separate capacities may effect commissionable securities transactions, receive 12b‑1 or other distribution fees, and sell insurance or annuity products. The firm discloses these relationships and potential conflicts of interest, may use APW as a broker/custodian for certain accounts, and states that clients are under no obligation to transact through those representatives.
Consulting fixed fees range from $1,000 to $15,000; ongoing planning fees range from $1,000 to $5,000 annually; 401(k) advice fixed fee of $2,500 under certain circumstances
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
Separate commissions may be earned by associated persons acting as registered representatives or insurance agents
Consulting fees range from $50 to $250 per hour
Account minimum: $100,000 Minimum fee: $2,500 minimum fee for 401(k) advice and monitoring services Fee-only: Portfolio management fees as percentage of AUM per tier; consulting fees hourly and fixed; 401(k) advice fees as percentage or fixed minimum
Collaborative Portfolio Management
10985 Cody Street, Suite 140
Overland Park KS 66210, United States
Number of offices
1
California · Kansas · Missouri · Texas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
Overland Park, KS
Collaborative Portfolio Management
Series 65
Overland Park, KS
Collaborative Portfolio Management
ChFC®, Series 63, Series 65
Overland Park, KS
Collaborative Portfolio Management
Series 63, Series 65
Overland Park, KS
Collaborative Portfolio Management
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