Jordan Cole is a CFA, CFP-designated registered investment advisor at Sage Advisors, LLC, based in Edmonds, WA, with 14 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 690 clients with $580M 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 $250K | 1.25% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the standard fee schedule. The fee for amounts over $5,000,000 is custom.
Fee Estimator
Location
115 2nd Avenue North, Suite 200, Edmonds, WA, 98020
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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
Sage Advisors, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations1 state
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