Kevin Haarberg is a CFP-designated registered investment advisor at Edward Jones, based in Woodland, CA, with 42 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
173 Court Street, Woodland, CA, 95695
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
March 2000Other Business Activities
Kevin is a partner in KJK LLP, a real estate investment firm, since 2009. He also owns rental property and is a passive investor in a real estate development partnership, dedicating minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 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
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