Cole Wasson is a CFA-designated registered investment advisor at Suncoast Equity Management, LLC, based in Tampa, FL, with 3 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 870 clients with $2.1B 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% |
Fee ranges up to 1% annually and is negotiable based on client needs and situation complexity. Other programs: ETF Sub-Advisory at up to 0.60%.
Fee Estimator
Location
5550 W Executive Dr, Suite 320, Tampa, FL, 33609
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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
Suncoast Equity Management, LLC
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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