Robert Kopp
Robert Kopp is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2005Customer Dispute
July 2001Customer Dispute
March 2001Other Business Activities
Robert is associated with RAKopp, Inc., a business entity for tax/investment purposes, dedicating minimal time. He also operates under the DBA Fourth Avenue Financial, which is investment related.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Householder Group, Estate & Retirement Specialists
Sagepoint Financial, INC.Broker
Montecito Advisors, INC.Broker
A. G. Edwards & Sons, INC.Broker
J.C. Bradford & CO.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.