Cole Horstmann
Cole Horstmann is a registered investment advisor at Commercial Trust Financial Services, based in Fayette, MO, with 4 years of industry experience. Cole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 927 clients with $200M 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 $100K | 1.25% |
| $100K - $1.0M | 1.05% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are generally negotiable. Fees are paid quarterly in advance.
Fee Estimator
Location
119 N Main St, Fayette, MO, 65248
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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 Activities
Cole has outside W-2 employment at Emmet's Kitchen and Tap since 2012. He also has a DBA for his LPL business, Commercial Trust Financial Services, since 2021.
Employment History
Current Registrations
Commercial Trust Financial Services
LPL Financial LLCBroker
Previous Registrations
Convergence Financial
LPL Financial LLC
State Registrations1 state
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