Danny Edwards is a ChFC-designated registered investment advisor at Edward Jones, based in Duvall, WA, with 29 years of industry experience. Danny 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
14524 Main St NE Suite 203, Duvall, WA, 98019
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Regulatory History (1)
Customer Dispute
November 2003Other Business Activities
Danny is involved with the Riverview School District and the Washington State School Directors Association in various leadership roles, including President. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Financial Network Investment CorporationBroker
State Registrations20 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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