Benjamin Cole is a CFP-designated registered investment advisor at Bco Wealth Management, LLC, based in Carlsbad, NM, with 2 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 552 clients with $360M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are generally negotiable. When utilizing third-party programs like SEI Investment Management Corp, clients pay an additional platform fee to the third party in addition to BCO Wealth Management's standard fee.
Fee Estimator
Location
412 N Canal St, Carlsbad, NM, 88220
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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 →Employment History
Current Registrations
Bco Wealth Management, LLC
Lincoln InvestmentBroker
Previous Registrations
Cetera Advisors 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.
Exams
More Advisors
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