Kenneth Levin
Kenneth Levin is a registered investment advisor at J. W. Cole Advisors, INC., based in Ft. Myers, FL, with 29 years of industry experience. Kenneth 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
12525 New Brittany Blvd, Bldg 30, Ft. Myers, FL, 33907
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2013Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Kenneth is involved in several business activities, including One Tier, LLC (DBA Schlager, Schlager and Levin), property rental, K Levin Financial LLC, and Independent Investment Advisors, LLC. He also acts as a POA for a family member and spends about a quarter of his time as a fixed insurance broker or agent.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Schlager Schlager & Levin
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Walnut Street Securities, INC.Broker
Washington Square Securities, INC.Broker
State Registrations23 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.