Daniel Geffre is a registered investment advisor at Edward Jones, based in Fargo, ND, with 37 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
1300 Gateway Drive Southwest, Fargo, ND, 58103
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business Activities
Daniel owns a publishing business and teaches a basic financial markets class through Moorhead Community Education. He also owns commercial property through Mari Geffre LLC, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations42 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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