CW

Cole Mcallister Wilcox

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
1 client
Average Client Portfolio
$141.7M average
Assets Under Management
$141.7M

Fee Structure

Financial Planning:Investment management only

Longboard receives a unitary management fee for services provided to the Mutual Fund at an annual rate of 1.99% of the Mutual Fund’s average daily net assets. Longboard pays substantially all expenses of the Mutual Fund out of this fee, excluding interest, distribution, brokerage, taxes, and extraordinary expenses. Clients can purchase the Mutual Fund directly through the Transfer Agency or through broker-dealers.

Areas of Practice
Investment Management
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Advisor Information

Office location

Phoenix, AZ

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Longboard Asset Management
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Blackstar Funds, LLC
November 2003 - December 2006 · 3 yrs 1 mo
Blackstar Funds, LLC
November 2003 - December 2005 · 2 yrs 1 mo
Blackstar Funds, LLC
November 2003 - December 2004 · 1 yr 1 mo
State Registrations2 states
AZFL
Advisor
Exams
No exam information available for this advisor.
Cole Mcallister Wilcox - Financial Advisor | AdvisorDiscover