Jason Cole is a CFP-designated registered investment advisor at Full Court Strategic Wealth, LLC, based in Cherry Hill, NJ, with 26 years of industry experience. Jason 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, Insurance Planning, and 3 more. Their firm serves 10 clients with $48M 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 | 1.00% |
Annual fees range from 0.25% to 1.00% based on various objective and subjective factors. For joint advisory arrangements, Full Court Strategic Wealth charges 0.20% to 0.50% in addition to the third-party manager's fee.
Fee Estimator
Location
Cherry Hill, NJ
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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.
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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
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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