Eugene Lamis is a CFP-designated registered investment advisor at Edward Jones, based in Ft Worth, TX, with 32 years of industry experience. Eugene 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
1300 S University Dr Suite 414, Ft Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Eugene is a committee member at Mira Vista Country Club since 2016 and an investment committee member for United Way since 2019. He also owns Honeybee, a business that removes honeybee hives and swarms, dedicating minimal time to it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations25 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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