COLLEGIATE CAPITAL MANAGEMENT, INC.
PEER BENCHMARKS
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE |
FIRM VALUE | ||
|---|---|---|---|
| Percentage of AUM | Yes | 366 Firms | Yes |
| Hourly Charges | No | 246 Firms | No |
| Subscription Fees | No | 366 Firms | No |
| Fixed Fees | No | 186 Firms | No |
| Commissions | No | 365 Firms | No |
| Performance Based Fees | No | 245 Firms | No |
| Other | No | 330 Firms | No |
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Advisor Transition Management Platform
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TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.
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