DS
ChFC
DS
ChFC

David Sailor

27 Years of Experience
Londonderry, NH
1 DisclosureBroker

David Sailor is a ChFC-designated registered investment advisor at Edward Jones, based in Londonderry, NH, with 27 years of industry experience. David 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25 Nashua Road, Londonderry, NH, 03053

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
Other Business Activities

David is listed as a partner in his wife's new company, EmergoTech, a technical sales consulting business. He has no responsibilities or involvement in the company.

Employment History
Current Registrations
Edward Jones
October 2006 - Present · 20 yrs
Edward Jones
October 1999 - Present · 27 yrs
Edward JonesBroker
October 1999 - Present · 27 yrs
Previous Registrations
First Investors CorporationBroker
May 1985 - March 1986 · 10 mos
State Registrations25 states
AZCACOCTFLGAILINMAMDMEMINCNHNJNYOHORSCTNTXUTVAVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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