Todd Gerber is a registered investment advisor at Edward Jones, based in Sonoma, CA, with 51 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
554 Broadway, Sonoma, CA, 95476
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2003Customer Dispute
February 2003Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Dean Witter Reynolds INC.Broker
Dean Witter & CO. IncorporatedBroker
State Registrations15 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
- James Wandzilak, CFPEdward Jones
- Gary Scott, CFPEdward Jones
- James Stein, ChFCEdward Jones
- Matthew Lightner, CFPEdward Jones
- Thomas Commander, CFPEdward Jones
- Lindsey Stone, CFPEdward Jones