Curtis Long is a registered investment advisor at Edward Jones, based in Paola, KS, with 39 years of industry experience. Curtis 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
6 South Silver St, Paola, KS, 66071
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2008Customer Dispute
April 2005Customer Dispute
March 2004Other Business Activities
Curtis is a trustee for the First Lutheran Church Endowment Fund and a board member for USD #368 Endowment Association. He also owns or has a stake in several real estate and agricultural businesses, including Briarwood Enterprises, Sonic LP, L&S Farms, CED Realty Partners, and CayMoor Corp, but spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations33 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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