Mark Cuvelier is a registered investment advisor at Edward Jones, based in Cresco, IA, with 34 years of industry experience. Mark 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
712 2nd Ave SE Suite A, Cresco, IA, 52136
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1999Other Business Activities
Mark is a board member for Dollars for Scholars and oversees the business of Cresco Country Club. He is also involved with MRC LLC and CUV Solar, both solar businesses, but spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Mimlic Sales CorporationBroker
C.R.I. Securities, INC.Broker
State Registrations21 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.