Martin T. Cole CFP, MSFS, ChFC, CLU, AAMS

Tel: (480) 275-6354
14301 N 87th St
Suite 307
Scottsdale, AZ 85260

Financial Peace of Mind!

Cole Wealth Management, LLC | Financial Advisor in Scottsdale ,AZ

About Cole Wealth Management, LLC

Financial Peace of Mind! Let the Client Focused Advisors of Cole
Wealth Management develop a personalized financial plan and
investment strategy to guide you to your goals. At Cole Wealth
Management, we specialize in providing financial simplicity and
peace of mind for executives, entrepreneurs, retirees and small
businesses.

24 Years of Experience



General Information
Firm Start Year:   1992
No.of Employees:   5-9
Name of Broker/Dealer:   Charles Schwab & Co., Inc.
States Licensed in:   All
Number of Years with Current Firm:   11
Work Experience:   See Website for further details.
I work with the following types of clients:   Businesses , Small Business Owners , Individual Investors


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office , Via phone , At your office , At your home , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Life , Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   200
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   $100M
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   170
Assets Managed by Advisor:   $100M


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Based on Assets , Flat Fee
Fee % Based on Assets:   1% -1.35%
Hourly Rate:   $250
Flat Fee Rate:   negotiable
Additional Details on Charges:   Asset Management Fee Structure:
0 to $250K = 1.35%
$250K to $500K = 1.20%
$500K to $2M = 1.10%
$2M to $4M = 1.00%
$5M and up = negotiable
Minimum Fee Charged for Managed Accounts:   n/a
Minimum Fee Charged for Hourly Planning Accounts:   n/a
Minimum Fee Charged for Flat Fee Accounts:   n/a


Education
Masters Degree - Financial Services  The American College - Bryn Mawr, PA
01/01/2009- 12/31/2016

Bachelor of Science - Business Management  St. Vincent College - Latrobe, PA
09/01/1986- 05/01/1991



FAQs


DISCLOSURE

n/a

Martin T. Cole CFP, MSFS, ChFC, CLU, AAMS

Martin T. Cole CFP, MSFS, ChFC, CLU, AAMS

AAMS®, MSFS, CLU®, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM