Peter Owh
Peter Owh is a registered investment advisor at J. W. Cole Advisors, INC., based in Pittsford, NY, with 25 years of industry experience. Peter 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
179 Sully's Trail, Suite 305, Pittsford, NY, 14534
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Regulatory History (1)
Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Peter is the Chief Operating Officer of Champlin & Associates, a financial services firm, dedicating full-time hours to this role. He also works as an agent selling fixed insurance products, including life, health, accident, disability, and long-term care insurance, spending minimal time on this activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Financial Concepts Unlimited, INC.
Fsc Securities CorporationBroker
Signator Investors, INC.Broker
State Registrations13 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.