Cole Investment Advisors provides customized investment management, consultation, and portfolio reporting services to individuals, high net worth individuals, trusts, estates, and charitable organizations. Cole Investment Advisors is compensated only by client fees and does not accept commissions. The firm focuses on individualized services tailored to meet client needs and objectives.
Assets Under Management$4.4M
Clients9
Advisors1
Avg. per Client$490K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Cole Investment Advisors charges a percentage of your portfolio for investment management services, up to 1% annually. The exact fee is agreed upon at the start of the engagement and depends on the complexity and scope of services, the amount and nature of assets managed, and other factors. Fees are negotiable and billed quarterly in arrears.
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