Donovan Ritter
Donovan Ritter is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 29 years of industry experience. Donovan 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
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Donovan is the 100% owner of Ritter Financial & Insurance Services, Inc., offering life, health, disability, and fixed annuity products, taking about 10% of his time. He is also an IAR of Spectrum Capital Investment Group, Inc., performing wealth management services and spending most of his time on this activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Empirical Wealth Management
Spectrum Wealth Management, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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.