J. W. Cole Advisors, INC.
Assets Under Management
$7.2B
Number of Clients
29,614
Number of Advisors
467
Average Client AUM
$243K
AUM per Advisor
$15.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JWCA sponsors the Asset Based Advisory Account Wrap Fee Program, a fee-only investment advisory program offered on a discretionary or nondiscretionary basis. IARs manage accounts, gather client information, and design portfolios. Services include investment policy planning, asset allocation, and ongoing review.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.95% |
| $250K - $500K | 2.71% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.74% |
| $2M+ | 1.74% |
Advisor fee is negotiable. Total management fee includes advisor fee and program fee. Program fee is not negotiable. Minimum annual program fee of $280.00 per account. Fees negotiable above $2,000,000. The fee for the $2,000,000+ tier defaults to the previous tier's rate.
Fee Estimator
The program has a minimum annual fee of $280 per account. The total management fee includes an advisor fee (negotiable, ranging from 0.25% to 3.00%) and a program fee (0.23% to 0.30%, not negotiable). The total management fee is payable quarterly, in advance. Additional transaction fees apply if account activity exceeds 50 trades per year. Participation in the Program may cost you more or less than purchasing such services separately.
Areas of Practice
Location
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634