Collaborative Wealth, a local investment advisory firm headquartered in Lake Mary, FL, is dedicated to providing exceptional financial guidance and wealth management solutions. With a team of 12 highly skilled professionals, 9 of whom specialize in investment advisory services, Collaborative Wealth has built a reputation for excellence in the industry. With an impressive average of $143,750,000 in assets under management per investment advisor, Collaborative Wealth surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure is flexible and tailored to meet the uni...