Daniel Timmons is a registered investment advisor at Edward Jones, based in Davenport, IA, with 29 years of industry experience. Daniel 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
5515 Jersey Ridge Road Suite C, Davenport, IA, 52807
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business Activities
Daniel is an owner of TC Holdings Real Estate and Timmons Family Holdings Real Estate, both involved in property maintenance. He also owns/manages Timmons Family Farm LLC, dedicating nearly full-time hours to Timmons Family Holdings Real Estate.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations34 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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