Morris Kunita
Morris Kunita is a ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 49 years of industry experience. Morris 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
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (3)
Regulatory
October 2010Employment Separation After Allegations
September 2009Customer Dispute
August 2009Other Business Activities
Morris is the president and treasurer of a family non-profit foundation. He is also the principal managing member of Financial Architects of Hawaii, LLC and a building owner leasing office space, dedicating minimal time to this.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Financial Advisers of America, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations3 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.