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The fee is billed in advance or in arrears, is negotiable and requires an account of at least $100,000.","source":"COLLABORATIVE WEALTH ADV PART 2A, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Collaborative Wealth Management use?","answer":"Collaborative Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $387M, SEI Investments Distribution Co. (Oaks, PA), with $142M and Charles Schwab & Co., Inc. (San Francisco, CA), with $125M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Collaborative Wealth Management have?","answer":"Collaborative Wealth Management has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Collaborative Wealth Management invest in?","answer":"At the end of its last fiscal year, Collaborative Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 5% cash and equivalents, 3% investment grade corporate bonds, 3% other, 2% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 3% other category is described as: Variable Annuities, Non-Exchange\nTraded Equities, Sovereign Bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Collaborative Wealth Management have a minimum investment?","answer":"Yes, Collaborative Wealth Management’s minimum account size for its Investment Management Fees is $100K.","source":"COLLABORATIVE WEALTH ADV PART 2A, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Collaborative Wealth Management?","answer":"Collaborative Wealth Management’s direct owner is Chad Justice (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Collaborative Wealth Management get paid?","answer":"Collaborative Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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