David Ambre is a registered investment advisor at Edward Jones, based in Woodridge, IL, with 22 years of industry experience. David 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
3540 Seven Bridges Drive, Suite 120, Woodridge, IL, 60517
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1994Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Brewer Financial Services, LLCBroker
Peregrine Financials & Securities, INC.Broker
State Registrations22 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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