Dean Anderson is a registered investment advisor at Edward Jones, based in Burlington, WI, with 40 years of industry experience. Dean 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
101 N Dodge St, Burlington, WI, 53105
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Customer Dispute
May 2007Customer Dispute
August 2001Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Invest Financial CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations30 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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