Thomas Brewer
Thomas Brewer is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 33 years of industry experience. Thomas 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 (2)
Customer Dispute
April 2010Criminal
November 1990Other Business ActivitiesSells Insurance
Thomas is involved with Brewer Investment Group, a securities and fixed insurance business, and serves on the board of directors for the La Crosse Area YMCA, dedicating a few hours per week to fundraising. He also owns Herky Enterprises, LLC, a real estate holding company, spending minimal time on it, and acts as POA for a family member.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.