Arthur Cole is a PFS-designated registered investment advisor at Cnd Financial, based in Livonia, MI, with 15 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 193 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
CND Financial’s annual investment management fee may be modified based upon the nature of the engagement, scope and/or complexity of services and/or portfolio, anticipated efforts incurred by investment personnel, pre-existing relationships, or other special situations or factors at CND Financial’s discretion.
Fee Estimator
Location
33762 Schoolcraft Rd, 2nd Floor, Livonia, MI, 48150
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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
Arthur is a CPA and President of Cole, Newton & Duran, spending nearly full-time on this role. He also holds ownership positions in Strategic Investment Services, Inc. and several real estate and holding companies, dedicating minimal time to these ventures.
Employment History
Current Registrations
Cnd Financial
State Registrations3 states
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