Javier Colon
Javier Colon is a registered investment advisor at Arkadios Wealth Advisors, based in San Juan, PR, with 28 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
322 De Diego Suite 202, San Juan, PR, 00920
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Financial
August 2016Other Business ActivitiesSells Insurance
Javier is an agent for Mass Mutual and Universal Life Insurance, focusing on life and annuity products, dedicating about 10-20% of his time to each. He is also the CEO of Select Wealth Advisors, president of SWA Consulting LLC, and a life insurance agent for Smart Insurance, spending a few hours per week on each.
Employment History
Current Registrations
Arkadios Wealth Advisors
Previous Registrations
Arkadios CapitalBroker
Ascendant Alternative Strategies, LLCBroker
Harbor Light Investment Advisors, LLC
Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC
Pariter Securities, LLCBroker
Signator Investors, INC.Broker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations2 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.