Cole Financial Advisors offers portfolio management services tailored to individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer consulting services to pension and employee benefit plans. Cole Financial Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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