Todd Wilson is a CFP-designated registered investment advisor at Edward Jones, based in Adrian, MI, with 34 years of industry experience. Todd 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
4490 W Maumee St, Adrian, MI, 49221
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Regulatory History (1)
Customer Dispute
January 2000Other Business Activities
Todd is the owner of The Wilson Group LLC, a real estate rental company formed in 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
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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