Byron Crosby
Byron Crosby is a registered investment advisor at J. W. Cole Advisors, INC., based in Seminole, FL, with 13 years of industry experience. Byron 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
8758 Seminole Blvd, Seminole, FL, 33772
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2009Criminal
June 2008Other Business Activities
Byron is the President of West Coast Accounting & Financial Services, Inc., providing tax and accounting services, dedicating about 10-20% of his time. He is also a Partner at Vanhorenbeck Financial Group, focusing on financial planning, spending a few hours per week.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
J.W. Cole Financial, INC.Broker
Brookstone Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
F.N. Wolf & CO., 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.