Paul Avila
Paul Avila is a registered investment advisor at J. W. Cole Advisors, INC., based in San Juan Capistrano, CA, with 37 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. 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
31051 Via Limon, San Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Paul sells fixed and health insurance products. This requires minimal time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
Gna Securities, INC.Broker
Dean Witter Reynolds INC.Broker
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.
Exams
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