Cole Barkocy is a registered investment advisor at Assured Advisory Group, LLC, based in East Dundee, IL. Cole 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, and 1 more. Their firm serves 98 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Assured Advisory Group's main service is managing investments for a fee, based on a percentage of your portfolio's value. The exact percentage is negotiated and can vary depending on factors like your potential earnings, how much you invest, and the complexity of your account. The annual management fee will not exceed 2.00%. Fees are automatically deducted from your account each quarter.
Location
1141 East Main Street, Suite 215, East Dundee, IL, 60118-2440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Assured Advisory Group, LLC
State Registrations1 state
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