Jeffery Joyce is a registered investment advisor at J. W. Cole Advisors, INC., based in Avon, IN, with 12 years of industry experience. Jeffery 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 E Highway 36, Avon, IN, 46123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is the Bank CFO at North Salem State Bank, managing accounting, finance, treasury, wealth management and the trust department, dedicating full-time hours to this role. He also supervises the Wealth Strategies team at North Salem State Bank as CFO, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
Elements Financial Services, LLC
Cross Financial Services
Cross Financial Services
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.