Kelly Cole
Kelly Cole is a registered investment advisor at Epic Wealth Management LLC, based in Red Bank, NJ, with 8 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 93 clients with $14M 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 | 1.45% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.30% |
| $2.5M+ | 1.25% |
Sub-Advisors provide direct management services for most of our clients and receive a negotiated portion of the above fee. EPIC may choose to negotiate any of our own fees.
Fee Estimator
Location
2 Bridge Avenue, Suite 633B, Red Bank, NJ, 07701
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
Kelly is a licensed insurance agent since 2004 and spends about 30% of her time on this business. She also has a business relationship through Duffy Cole Agency, LLC, where she compensates a partner for insurance client referrals, though she spends no time on this aspect.
Employment History
Current Registrations
Epic Wealth Management LLC
Previous Registrations
Fountainhead Capital Management, LLC
Jarred Bunch Consulting, LLC
State Registrations3 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.