Billy Thomas is a registered investment advisor at Edward Jones, based in Corydon, IN, with 40 years of industry experience. Billy 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
241 Wyandotte Ave, Corydon, IN, 47112
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2004Customer Dispute
December 2000Other Business Activities
Billy owns the commercial property in Corydon, IN, that houses their shared branch real estate office, since 2023. This requires minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 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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