Dorothy J. Cole provides personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax, protection, investment, education, retirement, and estate planning. Dorothy J. Cole is a fee-only firm, meaning it doesn't sell financial products or accept commissions, ensuring unbiased advice. Clients make the final investment decisions, and Dorothy J. Cole doesn't have custody or discretionary authority over client assets.
Fee Structure
This service is for clients who want help implementing their financial plan and ongoing management of their investments. The annual fee is a fixed dollar amount based on the amount of assets managed. For example, $500 per year for assets between $15,000 and $350,000. The start of this service is only available to clients with completed, comprehensive financial plans no more than 30 days old. Clients can cancel at any time and receive a refund for unused services, charged at $120 per hour.