Dorothy J. Cole

Overview

Dorothy J. Cole operates as a sole proprietorship RIA led by Dorothy J. Cole and focuses on individual and family clients. The practice provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and acts as a capital allocator, sourcing third-party managers where appropriate. The adviser is registered to do business in Massachusetts and New Hampshire and describes itself as an independent advisory practice rather than part of a larger broker-dealer or advisory network.

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Investments & Alternatives

Location & Offices