Curt Solsma is a registered investment advisor at Edward Jones, based in Oelwein, IA, with 41 years of industry experience. Curt 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
20 1st Ave NE, Oelwein, IA, 50662-0000
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Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
Curt owns farmland in Sanborn, IA (since 1992 and 2023) and commercial property in Oelwein, IA (since 2023). He also serves as a board member and Vice President of the Oelwein Event Center, dedicating minimal time to this role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations34 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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