Pablo Balart
Pablo Balart is a registered investment advisor at J. W. Cole Advisors, INC., based in Palm Harbor, FL, with 22 years of industry experience. Pablo 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
2134 Alt 19 N., Suite B, Palm Harbor, FL, 34683
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Pablo owns Balart Financial LLC, an insurance sales business, and spends a few hours per week on it. He also owns and manages several other businesses including Bridgespan (tax preparation), Balart Properties LLC (real estate management), Bridgespan Farms, Inc. (farm property management), Bridgespan Partners LLC (accounting/tax services), and Crossfit GetSalty (fitness gym).
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations25 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.