Cole Investment Advisors is a registered investment advisor based in Portage, Michigan, offering ongoing investment management, consultation services, and portfolio reporting services. The firm works with individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Led by Jeffrey Cole, a Certified Public Accountant and Certified Financial Planner, Cole Investment Advisors tailors its investment strategies to meet each client's specific goals, time horizons, and risk tolerance. The firm uses fundamental analysis to construct diversified portfolios of stocks, bonds, mutual funds, exchange-traded funds, and other vehicles. Cole Investment Advisors operates on a fee-only basis, meaning compensation comes solely from advisory fees paid directly by clients, without accepting commissions or selling insurance or financial products. The firm requires clients to actively participate in the investment review process and development of investment strategies. Additionally, the firm offers portfolio reporting services to track assets, which can include accounts not managed by the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the nature, complexity, and scope of services, as well as the amount of assets managed.