Curtis Trainer is a registered investment advisor at Edward Jones, based in Kokomo, IN, with 36 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
1958 W Boulevard, Kokomo, IN, 46902
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Curtis owns Trainer Enterprises LLC, a real estate business, since 1999 and spends minimal time on it. He also owns a rental property since 2022, dedicating minimal time to maintaining it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
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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