Collar Capital Management, LLC's Form ADV discloses 1.50% on the first $500,000, 1.35% on the next $500,000, 1.25% on the next $1 million, 1.00% on the next $8 million, and 0.85% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #152325), Collar Capital Management, LLC is subject to fiduciary duty under federal law.
Collar Capital Management, LLC is headquartered in APPLETON, WI.
Collar Capital Management, LLC serves 50 high-net-worth clients according to their SEC filing dated July 13, 2026. View client details ↓
According to their SEC Form ADV, Collar Capital Management, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Collar Capital Management, LLC manages $176 million in client assets according to their SEC filing dated July 13, 2026.
According to their SEC Form ADV, Collar Capital Management, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓