Danny Vance is a registered investment advisor at Edward Jones, based in Lexington, VA, with 39 years of industry experience. Danny 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
22 West Washington Street, Lexington, VA, 24450
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
March 2008Other Business Activities
Danny is involved in rental real estate through LSM LLC, starting in 2012, 1990, and 1994. He spends minimal time maintaining these properties.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations36 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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