WP
WP

William Parr

32 Years of Experience
Milan, TN
1 DisclosureBroker

William Parr is a registered investment advisor at Edward Jones, based in Milan, TN, with 32 years of industry experience. William 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
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
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Location

5007 S First St, Milan, TN, 38358

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History

Regulatory History (1)
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Customer Dispute
November 2003
Denied
Other Business Activities

William is a general partner in a non-income producing tree farm and owns multiple rental properties in Milan, TN and Starkville, MS. He also serves as a board member for MEGA Milan, TN, secretary for the Industrial Development Board, and on the parrish council for St. Matthew Catholic Church.

Employment History
Current Registrations
Edward Jones
March 2007 - Present · 19 yrs 7 mos
Edward Jones
May 1994 - Present · 32 yrs 5 mos
Edward JonesBroker
May 1994 - Present · 32 yrs 5 mos
State Registrations27 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.