Cole Wealth Management, LLC​

Clients have several options from which they can choose to engage the services of CWM.  The programs, along with a brief summary of each, are outlined below:


Wealth Management Program


Our Wealth Management Program will help bridge the gap between your financial today and tomorrow!  Our experienced Associates will develop a comprehensive strategy to reach your financial goals incorporating both the Financial Planning and Investment Management programs outlined below.  With this option you benefit from the full range of professional advice services we have to offer.  Fees for this service are charged as a percentage of the total managed assets as outlined below:

The Wealth Management Service Annual Fee Structure:


$0 to $250,000
1.50%
$250,000 to $500,000
1.35%
$500,000 to $2,000,000 
1.20%
$2,000,000 to $5,000,000
1.10%
$5,000,000 and up
negotiable

Asset Management Program


The Asset Management Program is designed for clients who like to do their own financial planning but would like to avoid the responsibilities, risks, and headaches involved with managing their own investment portfolio.  In this program, we will manage and invest your portfolio based on the investment management philosophy outlined earlier.  Fees for this service are charged as a percentage of the total managed assets as outlined below:​


The Asset Management Program Annual Fee Structure:


0 to $250,000
1.35%
$250,000 to $500,000
1.20%
$500,000 to $2,000,000
1.10%
$2,000,000 to $5,000,000
1.00%
$5,000,000 and up 
negotiable

Financial Planning Program


The Financial Planning Program is designed for clients who wish to handle their own specific investments, but would like the guidance of a financial plan to assist them with making intelligent and informed decisions.  This program can be uniquely designed based on the specific planning needs of the client and can include comprehensive or issue-based financial planning.  If the issue-based planning option is desired, the client can request a financial plan for any of several specific financial issues including, Retirement, Education, Investment or Insurance Financial Planning.  With either choice, CWM will utilize the financial planning process outlined earlier to ensure you get individualized, needs-based, advice.  Fees for these services are outlined below:


The Financial Planning Program Fee Structure:


Comprehensive Financial Planning
$1,500 to $5,000
Issue Based Financial Planning
$500 per issue
Hourly Financial Planning
$175 to $250 per hour

Engagement Options