Jeffery Cole is a registered investment advisor at Terra Wealth, based in High Point, NC, with 4 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,087 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Terra Wealth charges an annual advisory fee based on the value of your portfolio, average daily balance, or a flat dollar fee. The maximum fee is 2.00%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity of investments. For clients using external managers, fees are deducted from the client's account, and a portion is provided to Terra Wealth. Terra Wealth does not earn compensation from TAMPs and will only earn its investment advisory fee.
Location
400 West English Road, Ste 215, High Point, NC, 27262
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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
Jeffery owns Daline Enterprises & Daline Group and is an affiliate for HLTH Code, spending minimal time on each. He is also an author/speaker, dedicating about 10-20% of his time to marketing books, information products, and speaking events, and works nearly full-time as a structural design engineer for Huskey Truss and Building Supply, Inc. In addition, Jeffery spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Terra Wealth
Previous Registrations
PFS Investments INC.Broker
State Registrations1 state
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