Cole Foster is a CFP-designated registered investment advisor at Generations Wealth Design, based in Topeka, KS, with 8 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 149 clients with $52M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable. Clients will pay a separate fee ranging from 0.0% to 1.0% for each Altruist model used within the client account.
Fee Estimator
Location
5875 SW 29th Street, Topeka, KS, 66614
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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
Cole is an alumni board member at Kansas State University, College of Health and Human Services, dedicating minimal time. He also serves on the finance team at Hope Community Church, advising on resource utilization, also dedicating minimal time.
Employment History
Current Registrations
Generations Wealth Design
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Mariner Wealth Advisors
Mariner Wealth Advisors
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.