Brett Cole is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Wayne, PA, with 34 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
955 Chesterbrook Blvd, Suite 310, Wayne, PA, 19087
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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 Activities
Brett works for Kestra Advisory Services, LLC as an Investment Advisor Representative. He also works as a Financial & Investment Specialist for TYCOR BENEFIT ADMINISTRATORS and TYCOR ASSET MANAGEMENT, dedicating full-time hours to these roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Tycor Asset Management, INC.
The Investment Center, INC.Broker
Manchester Advisors
Wharton Equity CorporationBroker
The Concord Equity Group, LLCBroker
H.J. Meyers & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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