Jeffry Cole is a CFP-designated registered investment advisor at Team Wealth & Tax Advisors, based in Temecula, CA, with 16 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 358 clients with $230M 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 | 1.65% |
| $250K - $500K | 1.45% |
| $500K - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. For clients with at least $500,000 of assets under management, Team Wealth & Tax Advisors provides complimentary personal tax planning and tax preparation services.
Fee Estimator
Location
40395 Winchester Road, Suite A, Temecula, CA, 92591
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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
Jeffry is a tax accountant and CEO of Jeffry S. Cole Inc. DBA TeamTax, spending full-time hours during tax season and a few hours per week outside of it; he is also a partner in Cole Legacy Partners LLC, managing commercial property and dedicating minimal time to it.
Employment History
Current Registrations
Team Wealth & Tax Advisors
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
H.D. Vest Advisory Services, INC
Next Financial Group, INC.
State Registrations2 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.