Mark Siegelin is a registered investment advisor at Edward Jones, based in Gas City, IN, with 32 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
201 West Main Street, Gas City, IN, 46933
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
August 2002Other Business Activities
Mark owns rental property in Gas City, IN since 1999 and manages/maintains the property. Mark also works part-time as a Hall Director at Taylor University.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 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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- Adam Siegelin, CFPEdward Jones