Collective Family Office, LLC

Collective Family Office, LLC is a registered investment adviser based in York, Pennsylvania, established in 2019. The firm specializes in providing discretionary portfolio management services tailored to meet clients' needs and investment objectives. Managed by David Sivel, Trevor Hoffman, and Brian Luster, the firm offers services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Clients are required to have a minimum of $1,000,000 to establish an advisory relationship, which may be waived at the firm's discretion. The firm charges an annual fee of up to 1.00% of assets under management for portfolio management services, payable quarterly in advance. Collective Family Office, LLC does not accept performance-based fees, participate in side-by-side management, or sponsor wrap fee programs. The firm uses fundamental, technical, and cyclical analysis in its investment strategies, offering advice on various types of securities. Clients receive account statements directly from the custodian and are encouraged to participate in proxy voting. The firm does not vote proxies unless required by a corporate trustee and has written authorization. Additionally, Collective Family Office, LLC prioritizes client confidentiality and data security, adhering to strict privacy policies. For more information, clients can contact Trevor Hoffman, CCO, at (717) 893-5055 or [email protected].