Cole Wealth Management offers financial planning and investment management services. CWM provides advice on financial objectives, cash flow, investments, taxes, insurance, education funding, retirement, and estate planning. CWM manages investment portfolios, and clients make the final decisions on asset allocation. CWM does not act as a custodian of client assets.
Assets Under Management$160M
Clients281
Advisors4
Avg. per Client$570K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Cole Wealth Management offers investment management as part of its Asset Management Agreement or its Wealth Management Agreement. The annual fee is a percentage of your investments, billed monthly in advance.
Asset Management Agreement Fees:
- $0 to $249,999: 1.35% per year
- $250,000 to $499,999: 1.20% per year
- $500,000 to $1,999,999: 1.10% per year
- $2,000,000 to $4,999,999: 1.00% per year
- $5,000,000 and up: Negotiable
Wealth Management Agreement Fees:
- $0 to $249,999: 1.50% per year
- $250,000 to $499,999: 1.35% per year
- $500,000 to $1,999,999: 1.20% per year
- $2,000,000 to $4,999,999: 1.10% per year
- $5,000,000 and up: Negotiable
There is no minimum annual fee, and fees may be negotiable.
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