Jeffrey Cole is a CFP-designated registered investment advisor at Cole Investment Advisors, INC., based in Portage, MI, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cole Investment Advisors charges a percentage of your portfolio for investment management services, up to 1% annually. The exact fee is agreed upon at the start of the engagement and depends on the complexity and scope of services, the amount and nature of assets managed, and other factors. Fees are negotiable and billed quarterly in arrears.
Location
2401 West Centre Avenue, Portage, MI, 49024
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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
Jeffrey is associated with Cole Gavlas Holdings, LLC, but spends no time on it. He also acts as the registered agent in Michigan for various non-affiliated business entities, which requires minimal time and does not involve day-to-day operations.
Employment History
Current Registrations
Cole Investment Advisors, INC.
State Registrations1 state
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.