Todd Simonson is a CFP-designated registered investment advisor at Edward Jones, based in Sonora, CA, with 35 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
133 Old Wards Ferry Rd Suite J, Sonora, CA, 95370-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Todd is the secretary for Tuolumne County Building Corp since 2004, taking minutes and keeping corporate files in order. Todd is also a landlord for a residential rental property since February 2024.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
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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