Donna Dupre
Donna Dupre is a registered investment advisor at J. W. Cole Advisors, INC., based in Sparta, NJ, with 9 years of industry experience. Donna 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
60 Blue Heron Road, Suite 200, Sparta, NJ, 07871
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Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Donna is a licensed insurance agent since 2008, selling life insurance and annuities, dedicating about 10-20% of her time. She also works as a Senior Manager for Mark Scordato & Associates, handling marketing, compliance, client relations, and daily operations, which takes about full-time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
State Registrations1 state
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.