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, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
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.
Exams
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