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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $3.9M 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% |
Fees are negotiable based on the nature, complexity, and scope of services, as well as the amount of assets managed.
Fee Estimator
Location
Portage, MI
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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.
Exams
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