Scott Seifert is a CFP-designated registered investment advisor at Edward Jones, based in Des Plaines, IL, with 31 years of industry experience. Scott 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
1350 E Touhy Avenue Suite 346E, Des Plaines, IL, 60018
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Regulatory History (1)
Customer Dispute
July 2003Other Business Activities
Scott is on the finance committee and a 401k plan trustee for the Chicago Yacht Club, dedicating minimal time to each. Scott also owns rental property in Tampa, Florida, spending minimal time on maintenance.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
State Registrations32 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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