Alan Mott
Alan Mott is a registered investment advisor at J. W. Cole Advisors, INC., based in North Brunswick, NJ, with 11 years of industry experience. Alan 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
2864 Hwy 27, Suite F, North Brunswick, NJ, 08902
Get directionsHistory
Regulatory History (1)
Regulatory
December 2002Other Business ActivitiesSells Insurance
Alan is the president of National Senior Associates Company, LLC, where he conducts insurance seminars for annuities, life, and long-term care, dedicating nearly full-time hours. He also owns Mott Tax Advisory Services, providing tax preparation and insurance sales, and spends nearly full-time hours during tax season, as well as owning rental property and offering identity theft protection services.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
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.