Robert Bryant is a registered investment advisor at J. W. Cole Advisors, INC., based in Longwood, FL, with 5 years of industry experience. Robert 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
2973 W Sr 434, #300, Longwood, FL, 32779
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a CPA partner in multiple CPA firms, including Hillsdale Accounting Group PLLC, Hillsdale Tax Services, PLLC, Robert R. Bryant CPA, PLLC (DBA Boatman & Bryant CPA), Todd Boatman, CPA, PA (DBA Boatman & Bryant CPA's), and Boatman & Bryant, CPAs, PLLC. He also manages two real estate companies and serves as a trustee and executor; the CPA work with Boatman & Bryant CPA takes nearly full-time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Boatman and Bryant Capital Solutions PLLC
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.