Joe Cole
Joe Cole is a registered investment advisor at Fort Washington Investment Advisors INC, based in Cincinnati, OH, with 15 years of industry experience. Joe 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 3,701 clients with $85B 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Non-discretionary Private Client Group accounts are generally charged $500 annually and are billed quarterly in advance, but these fees may vary depending on client circumstance.
Fee Estimator
Location
303 Broadway, Suite 1200, Cincinnati, OH, 45202
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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
Joe is a Vice President at Fort Washington Investment Advisors, focusing on business development and client services, which takes nearly full-time. He also serves on committees for Sisters of Notre Dame de Namur and Northern Kentucky University Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Fort Washington Investment Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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