Lindsey Cole is a registered investment advisor at Venture Forth Financial, based in Portland, OR, with 15 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 70 clients with $75M 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 | 0.70% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be adjusted to fit a client’s particular needs in rare circumstances.
Fee Estimator
Location
Portland, OR
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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 →Employment History
Current Registrations
Venture Forth Financial
Previous Registrations
Cole Park Financial Partners, LLC
Brownson, Rehmus & Foxworth, INC.
State Registrations4 states
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