Jeffrey Schroeder
Jeffrey Schroeder is a PFS-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 22 years of industry experience. Jeffrey 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
125 E Indiana Ave, Suite B, Tampa, FL, 32724
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Regulatory History (1)
Criminal
March 1969Other Business Activities
Jeffrey is the president of Jeffrey M. Schroeder, P.A., a CPA firm, dedicating about 10-20% of his time. He is also the managing member of Lexington Ave, LLC, a commercial rental property, spending minimal time, and treasurer for Harbour Bend Owner's Association, spending minimal time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Boatman and Bryant Capital Solutions PLLC
Jeffrey M. Schroeder, P.A.
State Registrations1 state
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.