Cole Pine
Cole Pine is a registered investment advisor at Fortem Financial Group, LLC, based in Mesa, AZ, with 4 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 317 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortem Financial charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.75% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account during the previous quarter and is paid quarterly in advance. Fees may be negotiable.
Location
1220 S Alma School Rd, Suite 201, Mesa, AZ, 85210
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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 ActivitiesSells Insurance
Cole is licensed to sell life and health insurance.
Employment History
Current Registrations
Fortem Financial Group, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.