Elizabeth Belisle
Elizabeth Belisle is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Mesa, AZ, with 31 years of industry experience. Elizabeth 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
9960 E. Elmwood St, Mesa, AZ, 85207
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Elizabeth facilitates setting up living trusts, sells pottery, provides income tax services, sells fixed insurance/LTC, and is a family trustee. These activities take about 10% to about a quarter of Elizabeth's time each.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
J.W. Cole Financial, INC.Broker
Tilchin Asset Management
Jonathan Roberts Financial Group, INC.Broker
1st Global Capital CORP.Broker
State Registrations15 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.