Patrick Sneed is a registered investment advisor at Edward Jones, based in Florence, AL, with 29 years of industry experience. Patrick 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
667 A Cox Creek Parkway, Florence, AL, 35630
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Patrick receives residual income from Blue Cotton Sportswear accounts in an advisory role. He is also a partner in Riverside Properties, LLC, which owns residential rental real estate, and owns a commercial office building; these real estate activities take minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations24 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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