Chad Metzger is a registered investment advisor at Edward Jones, based in Wapakoneta, OH, with 28 years of industry experience. Chad 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
1103 Gardenia Dr Suite 1, Wapakoneta, OH, 45895
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Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Chad owns Metzger Investment Properties LLC, a rental office building, and is a board member for The OSU College of Business Alumni Advisory Board. Chad spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Banc One Securities CorporationBroker
State Registrations29 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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- Joseph Green, PFSOsaic Wealth, INC.