Martin Barinaga
Martin Barinaga is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 35 years of industry experience. Martin 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 (4)
Judgment / Lien
January 2022Judgment / Lien
April 2014Judgment / Lien
August 2013Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Martin sells term life insurance, dedicating about a quarter of his time to this activity. He also operates under the DBA Martin D Barinaga Investments, and coaches/referees for local soccer leagues.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Delta Equity Services CorporationBroker
The Investment Center, INC.Broker
State Registrations4 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.