Jeffery Cole
Jeffery Cole is a ChFC-designated registered investment advisor at Daline Wealth Management, LLC, based in Clarksville, TN, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are negotiable at the sole discretion of Daline Wealth.
Fee Estimator
Location
211 S 2nd St, Suite 250, Clarksville, TN, 37040
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
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
Daline Wealth Management, LLC
Previous Registrations
Terra Wealth
PFS Investments INC.Broker
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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