Luz Polcik is a ChFC-designated registered investment advisor at Edward Jones, based in Lake Isabella, CA, with 25 years of industry experience. Luz 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
Lake Isabella, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Luz owns rental property in Rosamond, CA since 1996, spending minimal time on management and bookkeeping. Luz also volunteers with Kern Valley Search and Rescue, providing emergency services and public education.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
PFS Investments INC.Broker
Baraban Securities, INC.Broker
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.