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Michael Oestereich

Edward Jones
34 Years of Experience
O Fallon, IL
2 DisclosuresBroker
View SEC Summary
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Michael Oestereich is a registered investment advisor at Edward Jones, based in O Fallon, IL, with 34 years of industry experience. Michael 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1003 East Wesley Dr Suite B, O Fallon, IL, 62269

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2005
Denied
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
March 2007 - Present · 19 yrs 7 mos
Edward JonesBroker
July 1992 - Present · 34 yrs 3 mos
Previous Registrations
Chatfield Dean & CO., INC.Broker
April 1992 - May 1992 · 1 mo
State Registrations31 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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