Cole Condon
Cole Condon is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Westlake, OH, with 25 years of industry experience. Cole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B 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 | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
1991 Crocker Rd Suite 440, Westlake, OH, 44145
Get directionsHistory
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 ActivitiesSells Insurance
Cole sells fixed life insurance and fixed annuities through Cole Condon Financial Group, LLC, where he is President. He also works as a financial advisor at River Financial Group, providing financial planning, advisory, securities, and insurance brokerage services, dedicating about a quarter of his time.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 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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