Alejandro Lofaso
Alejandro Lofaso is a registered investment advisor at J. W. Cole Advisors, INC., based in West Palm Beach, FL, with 9 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
5652 Corporate Way, West Palm Beach, FL, 33407
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alejandro operates under the DBAs Palm Planning Group and JWC Wealth Management, both investment-related. He is also the CEO of Lofaso Group, Inc., a financial advisory practice and insurance business, dedicating about a quarter of his time to it.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
State Registrations13 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.
Exams
More Advisors
- Daniel Cavin, ChFCState Farm Investment Management CORP.
- Rayna Austin, CFPHightower Advisors, LLC
- Eric Propper, CFA
- Galan Daukas, CFA, CFPBradley Foster & Sargent INC
- Moise Derosier, ChFCGlobal View Capital Management LLC
- Ettore Ventrice, CFPCresset Asset Management, LLC