Peter Sagorski
Peter Sagorski is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 30 years of industry experience. Peter 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
July 2011Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Peter works as an insurance broker or agent, selling various fixed insurance products such as annuities, life policies, disability, and long-term care. This takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial LLCBroker
Independent Financial Partners
Mutual Service CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations16 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.