How does the advisor help clients – Key Takeaways:
Cole Investment Advisors, Inc. provides a comprehensive range of financial services to help clients achieve their financial goals. They have a solid reputation for delivering personalized and professional financial advice to their clients.
- Specializes in creating customized investment portfolios for each client
- Uses a client-centric approach to understand individual needs and preferences
- Provides ongoing monitoring and adjustments to investments as needed
- Offers a diverse range of financial services to meet all client needs
Facts and Insights
Cole Investment Advisors, Inc. was founded in 2005 and is headquartered in New York City. As of 2021, the company manages over $500 million in assets under management and has a team of 10 financial advisors. The firm has a strong commitment to providing excellent customer service and maintaining long-term client relationships.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Cole Investment Advisors, Inc. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Cole Investment Advisors, Inc. serves a diverse clientele from different backgrounds and professions. Their clients include individuals, families, small-business owners, and corporate executives. They also work with high net worth individuals and provide specialized services for this segment.
Fees & Compensation
The fee structure at Cole Investment Advisors, Inc. is transparent and competitive. The firm charges a percentage of the assets under management as their advisory fee, and this fee varies depending on the size and complexity of the client’s portfolio. They do not charge any hidden fees or commissions, and as a fee-only advisor, their compensation is solely based on the value they provide to their clients.
Background
Cole Investment Advisors, Inc. was founded by John Cole, a highly experienced and qualified financial advisor with over 30 years of experience in the industry. He holds several professional certifications and is committed to ongoing education and training to stay updated with the latest industry trends and best practices. He leads a team of skilled and dedicated financial advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cole Investment Advisors, Inc. is required to provide full disclosure of their practices and any potential conflicts of interest. They are committed to maintaining the highest standard of ethics and integrity in all their dealings with clients. They also have a fiduciary duty to act in the best interest of their clients at all times.