Robert Tiller
Robert Tiller is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Trinity, FL, with 39 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
8147 Copernicus Way, Suite 103, Trinity, FL, 34655
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Robert is the co-owner and co-founder of Full Circle Financial LLC/Comprehensive Wealth Management, where he sells securities and fixed insurance. He also owns Tiller Enterprises for tax purposes, is a courtesy assistant professor at the University of South Florida, and is the author of "Forgotten Faces: Family Caregiver Voices".
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Sunamerica Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
Travelers Equities Sales, INC.Broker
Prudential Securities IncorporatedBroker
Donald & CO. Securities INC.Broker
First Montauk Securities CORP.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations2 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.