Phillip Abshire is a registered investment advisor at Edward Jones, based in Oxford, OH, with 30 years of industry experience. Phillip 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
335 S College Ave Suite 102, Oxford, OH, 45056
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business Activities
Phillip is a director for the Oxford Chamber of Commerce, an investment advisory board member for the Oxford Community Foundation, and treasurer for the Darrtown Stock Protection Company. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations38 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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