Michael
Collier
Frost Investment Services
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About this Advisor
Michael Collier is a financial advisor working out of San Antonio, Texas, who has 1 year of relevant experience. Collier currently works for Frost Investment Services. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Bank N.A, Wells Fargo Clearing Services, LLC, Frost Brokerage Services, Frost Investment Services and Frost Bank. Collier holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Frost Investment Services is a financial advisory firm operating out of San Antonio, TX. The firm has offices in 50 locations and a total of 105 employees. It manages $2 billion in assets under management across its 2,897 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 2,897 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Frost Investment Services has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on the type of financial services provided. However, fees billed by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Collier Work History
Michael has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Frost Bank
Frost Investment Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Collier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frost Investment Services
San Antonio, TX
Spring, TX
San Antonio, TX
San Antonio, TX
Fort Worth, TX
Austin, TX
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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