Joel Rice is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in North Little Rock, AR, with 37 years of industry experience. Joel 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
4901 Fairway Ave Suite B, North Little Rock, AR, 72116
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joel is an owner of Staten & Rice Real Estate Development, a rental real estate business, since 2008. He spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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
More Advisors
- Robert Jackson, CFPEdward Jones
- John Strange, CFPLPL Financial LLC
- Christopher Glancy, CFALukas Total Wealth
- Clifford Veach, PFSVeach Family Financial
- Justin Travis, CFPSowell Management
- Colin Gorman, PFSEgp Wealth Management, LLC