Wealthcollab

WealthCollab, LLC is a registered Investment Adviser based in Bellevue, WA, founded in June 2015 by Daniel Frankel. The firm specializes in providing portfolio management services on a discretionary basis, tailored to individual client needs. WealthCollab offers financial planning services, including business planning, cash flow management, college savings, retirement planning, risk management, tax planning, and estate planning. The firm does not have a minimum account size requirement and serves individuals and high net-worth individuals. Fees for financial planning and portfolio management services are paid monthly in advance and are based on the complexity of the client's circumstances and services provided. The firm does not offer performance-based fees. WealthCollab primarily utilizes fundamental and passive investment strategies, focusing on building portfolios with low expenses, minimal trading costs, and tax efficiency. The firm does not participate in wrap fee programs. Daniel Frankel, the principal owner of WealthCollab, has a Bachelor of Arts in Mathematics-Economics and a Master of Business Administration. He is a Certified Financial Planner (CFP®) and has no disciplinary history. Daniel Frankel is responsible for the supervision of the firm and does not engage in any outside business activities. WealthCollab does not receive compensation from third parties for advisory services. Clients have the option to custody their assets at a custodian of their choice, and the firm does not accept custody of client funds. Daniel Frankel has no disciplinary history and meets all requirements for state-registered advisers.