Bill Meador
Bill Meador is a registered investment advisor at J. W. Cole Advisors, INC., based in Prairie Village, KS, with 18 years of industry experience. Bill 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
5250 W. 94th Terrace, Suite 108, Prairie Village, KS, 66207
Get directionsHistory
Regulatory History (2)
Regulatory
June 2010Employment Separation After Allegations
January 2007Other Business ActivitiesSells Insurance
Bill is an insurance agent advising on insurance products through The Wright Legacy Group, taking about half of his time. He is also a financial advisor doing wealth management through JWC Wealth Management, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
The Wright Legacy Group, LLC
Brookstone Capital Management LLC
Kcd Financial, INC.Broker
Aig Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.Broker
PFS Investments INC.Broker
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.