CC
CC
Christine Cole
4 Years of Experience
Madison, MS
May Earn Commission
Christine Cole is a registered investment advisor at Sound Financial Strategies Group, LLC, based in Madison, MS, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 723 clients with $180M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
723 clients
Average Client Portfolio
$254K average
Assets Under Management
$183.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.44% |
| $500K - $1000K | 1.38% |
| $1000K - $1.5M | 0.40% |
| $1.5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
116 One Madison Plaza, Suite1100, Madison, MS, 39110
Get directionsHistory
Regulatory History
Clean regulatory record
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
Sound Financial Strategies Group, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
MS
Advisor
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
No exam information available for this advisor.