Dwiyana Edwards
Dwiyana Edwards is a registered investment advisor at J. W. Cole Advisors, INC., based in Oxford, FL, with 5 years of industry experience. Dwiyana 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
4075 County Road 106, Oxford, FL, 34484
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2025Other Business ActivitiesSells Insurance
Dwiyana is an advisor at Fortitude Wealth Planners, LLC, providing financial planning services. Dwiyana's activities include creating financial plans, opening new client accounts, account maintenance, and selling fixed insurance, taking a full-time commitment.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
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.
Exams
More Advisors
- Roxanne Theodoropoulos, CFPCapstonewealth