John Cole is a registered investment advisor at Lkl Advisors, based in Atlanta, GA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $990K 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 $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
Fees are negotiable. Clients using SyntheticFi's sub-advisory services will be charged an additional 0.50% annually on the loan value, billed directly by SyntheticFi.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lkl Advisors
State Registrations1 state
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