Francis Kalmbach is a registered investment advisor at Edward Jones, based in Mandeville, LA, with 32 years of industry experience. Francis 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
1566 Hwy 59 Suite B, Mandeville, LA, 70448
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2018Other Business Activities
Francis is involved in several entities related to oil, gas, timber, real estate, and farmland, including Blanchard Walker O'Quinn and Roberts Invest Co LLC, Roberts and Foster LLC, Shadyside Company LTD, The Maryland Co. LLC, 500 Sherwood Road, LLC, 1820 Jefferson Street, LLC, and Pine Forest Resources, LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Pruco Securities CorporationBroker
State Registrations15 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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