Guy Steele is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Naples, FL, with 37 years of industry experience. Guy 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
Naples, FL
Get directionsHistory
Regulatory History (2)
Regulatory
October 2024Customer Dispute
October 2009Other Business Activities
Guy produces a Sinatra radio show that airs each week, dedicating a few hours per week to each show.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations37 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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