Harry Toro
Harry Toro is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 29 years of industry experience. Harry 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 (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Harry operates as a financial advisor under Toro & Associates Wealth Management, dedicating full-time hours to financial advice and trading. He also works as an insurance broker or agent, spending a few hours per week on fixed insurance products, and owns Balanced Divorce Solution, spending a few hours per week on division of assets review assistance.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations7 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.