Joel Levesque is a CFA-designated registered investment advisor at J. W. Cole Advisors, INC., based in Fairfax, VA, with 14 years of industry experience. Joel 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
Fairfax, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is the Chief Financial Officer for Army Emergency Relief, dedicating nearly full-time hours to developing budgets, managing cash, and overseeing investments. He also owns rental property and operates Wood Island Financial Services.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Workman Securities Corporation
Workman Securities CorporationBroker
State Registrations5 states
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