Jason Cole is a CFP-designated registered investment advisor at Full Court Strategic Wealth, LLC, based in Cherry Hill, NJ, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 10 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Full Court Strategic Wealth offers investment management services where fees are based on the value of your portfolio. The annual fees range from 0.25% to 1.00%, but will not exceed 2.00%. The exact fee depends on factors like the amount of assets managed, account composition, and the complexity of the engagement. Full Court also uses a third party manager to purchase municipal bonds and closed-end funds, which charges an additional fee of 0.10% to 0.15% of yield per year on individual bond purchases and 0.65% on closed-end mutual fund purchases.
Location
Cherry Hill, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the president and founder of Off Court Management Group, LLC, a full-service business management company. He spends about 15-20 hours per week on all aspects of the business, including bill pay, endorsements, contracts, and tax coordination.
Employment History
Current Registrations
Full Court Strategic Wealth, LLC
Previous Registrations
Abacus Portfolios
Abacus Wealth Partners
Sherman Financial
State Registrations3 states
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