Roland Fannin is a registered investment advisor at Edward Jones, based in Watertown, SD, with 30 years of industry experience. Roland 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
120 5th Street SE, Watertown, SD, 57201
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Roland is a general partner in Pioneer Cabinetry Manufacturing and AJ Holdings, a holding company. He also has ownership or partnership roles in AC Properties (rental), Evangeline Hospitality LLC (hotel), Willow Run Ranch (agriculture/gravel/sand), Midwest Dumpster (manufacturing), Double Barrel (real estate rental), and Rush (entertainment), dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations37 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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