Cory Roupe is a registered investment advisor at Edward Jones, based in La Crosse, WI, with 32 years of industry experience. Cory 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
609 S. 4th St., La Crosse, WI, 54601
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Cory is an investor in Bangor Consorcia Logging Business and a landlord for CJN Properties since 2008. He is also involved with Raymond Group (hotel ownership) and Aquanis Catholic Schools, but reports no time commitment or responsibility for these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations33 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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