Alec August Engman

J. W. Cole Advisors, INC.

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

J. W. Cole Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

467 advisors

Number of Clients

29,614 clients

Average Client Portfolio

$243K average

Assets Under Management

$7.2B

Fee Structure

Minimum Investment:$100K

Financial Planning:Charged separately

Minimum Annual Fee:$280

Location

7400 Metro Blvd., Suite 475, Edna, MN, 55439

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Alec is a financial advisor and partner at New Horizons BFS LLC, providing financial services and advice. This activity takes nearly full-time hours during trading.