Cameron D Cole

CFP

Empirical Wealth Management

16 Years of Experience

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Firm Information

Empirical Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

60 advisors

Number of Clients

2,132 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$6.7B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Clients pay a wrap fee covering investment advisory and brokerage services. The standard fee schedule starts at a maximum of 1.00% and scales lower for greater levels of assets under management. Fees are negotiable based on qualitative and quantitative factors. Fees are due quarterly, deducted from accounts. Clients may also pay fees embedded in mutual funds, ETFs, or annuities.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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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.