Cole Financial Planning and Wealth Management provides financial planning and investment advisory services to individuals, families, small businesses, and non-profit organizations. Services include cash flow, debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, investment selection, and management. Cole Financial Planning also offers divorce planning services in a financial neutral role.
Assets Under Management$89M
Clients75
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
No client will pay more than 1% on the assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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