The Wealth Collective, LLC

The Wealth Collective, LLC is a financial advisory firm based in Los Angeles, CA, established in 2020 by John Agnew. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. As a fiduciary, the firm is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Wealth Management, Asset Management, Financial Planning & Consulting, and Retirement Plan Consulting. Clients can expect personalized investment strategies tailored to their financial goals, risk tolerance, and time horizons. The firm's investment philosophy includes asset allocation, individual stock investments, fixed income securities, options trading, and passive investment management using ETFs and mutual funds. The Wealth Collective charges fees based on a tiered structure for its services, with maximum annual fees ranging from 0.60% to 1.50%. Clients are required to maintain a minimum account balance of $1,000,000 for Comprehensive Wealth Management and Asset Management services. The firm does not charge performance-based fees and does not receive soft dollars in excess of what is allowed by regulations. The firm recommends Charles Schwab as the custodian and broker for client accounts, providing access to a broad range of investment products and services. Clients have the option to direct their brokerage transactions to a specific broker-dealer for certain services. The firm does not accept the proxy authority to vote client securities and does not receive brokerage for client referrals. John Agnew, the Managing Member and Chief Compliance Officer, holds various professional designations and licenses, including CFA, CLU®, RICP®, and CFP®. The firm and its management have not been involved in any disciplinary events and maintain a commitment to transparency, ethical standards, and client-focused service. Clients can request a copy of the firm's Code of Ethics for further information.