Gerald Hughes is a registered investment advisor at Edward Jones, based in Sidney, MT, with 32 years of industry experience. Gerald 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
322 South Central Ave, Sidney, MT, 59270
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Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
Gerald is a trustee for an inheritance trust since 2013, spending minimal time managing bills, income, and land leasing decisions. Gerald also owns a rental office building since 2008, dedicating minimal time to its maintenance.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Investment Centers of America, INC.Broker
State Registrations28 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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