Cole Chodorow
Cole Chodorow is a CFP-designated registered investment advisor at Premier Wealth Advisors, LLC, based in San Diego, CA, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 510 clients with $690M 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 | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
These fees are for Premier Wealth Advisors' portion only. Clients will also pay fees to third-party advisors like Focus Partners Advisor Solutions (FPAS): Up to $500,000: 0.25%; $500,000.01 to $1,000,000: 0.20%; $1,000,000.01 to $5,000,000: 0.15%; Above $5,000,000: 0.10%. Clients whose accounts are managed by The Pacific Financial Group (TPFG) will pay up to 1.95% of assets invested in mutual funds managed and administered by TPFG. Premier Wealth Advisors receives 0.75% of this fee from TPFG. Clients whose accounts are managed by Dimensional Fund Advisors (DFA) will pay up to 0.18% of the assets under DFA's management. Clients managed by DFA will generally be charged lower fees by Premier Wealth Advisors and FPAS. Fees are negotiable.
Fee Estimator
Location
12531 High Bluff Drive, Suite 110, San Diego, CA, 92130
Get directionsHistory
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 works as an Associate Advisor for Premier Wealth Advisors and a Registered Representative for Independent Financial Group, dedicating full-time hours to the former and a few hours per week to the latter. Cole is also a licensed insurance agent, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Premier Wealth Advisors, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
First Horizon Advisors, INC.Broker
State Registrations2 states
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