Daniel Meyer is a registered investment advisor at Edward Jones, based in Santa Barbara, CA, with 36 years of industry experience. Daniel 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
125 E De La Guerra St Ste 101, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2002Customer Dispute
December 1994Other Business Activities
Daniel owns an avocado orchard in Carpinteria, CA since 2013. He has no responsibilities related to the orchard, as an Avo Co-op handles the harvesting.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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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