Robert Shelton
Robert Shelton is a registered investment advisor at J. W. Cole Advisors, INC., based in American Fork, UT, with 21 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
American Fork, UT
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Regulatory History (1)
Customer Dispute
January 2018Other Business ActivitiesSells Insurance
Robert owns Axio Wealth Management, dedicating nearly full-time hours to marketing for his financial planning practice. He also engages in real estate rentals, acts as a real estate agent, serves as Treasurer and Executive Board Member for Make A Wish Utah, owns K Shelton LLC and Kia Ora 1, sells fixed insurance products, and owns Axio Publishing.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Bfc Planning, INC.
Cb Financial Advisors
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
World Group Securities, INC.Broker
State Registrations12 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.