Robert Fowler
Robert Fowler is a registered investment advisor at J. W. Cole Advisors, INC., based in Chatham, NJ, with 23 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
1 Main Street, Suite 202A, Chatham, NJ, 07928
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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 ActivitiesSells Insurance
Robert is a partner/wealth management advisor at Ford Fowler Wealth Management, dedicating nearly full-time hours to this role. He also serves as a board member for S/PA, a charity, and is a finance committee member for New Eyes for the Needy, dedicating minimal time to each. Robert is also the executor for Monica Fowler.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Fcg Wealth Management, LLC
Fcg Advisors, LLCBroker
Fcg Wealth Management, LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Harris Investor Services LLCBroker
State Registrations21 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.