Lyle Cole
Lyle Cole is a ChFC-designated registered investment advisor at Bco Wealth Management, LLC, based in Carlsbad, NM, with 34 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
412 N Canal St, Carlsbad, NM, 88220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lyle is involved in several business activities, including fixed life and health insurance sales, managing partner roles in financial services and commercial real estate, and managing member of an RIA. He also owns rental real estate and dedicates nearly full-time hours to BCO Wealth Management, LLC.
Employment History
Current Registrations
Bco Wealth Management, LLC
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Princor Financial Services CorporationBroker
State Registrations27 states
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