BC
BC

Byron Cox

28 Years of Experience
Granbury, TX
1 DisclosureBroker

Byron Cox is a registered investment advisor at Edward Jones, based in Granbury, TX, with 28 years of industry experience. Byron 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3010 Highway 377 East, Granbury, TX, 76049

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Denied
Other Business Activities

Byron is a partner in BWTTYW Nell Properties LLC, a property business in Cleburne, TX, since 2018. He spends minimal time maintaining the property.

Employment History
Current Registrations
Edward Jones
November 2016 - Present · 9 yrs 11 mos
Edward JonesBroker
April 1998 - Present · 28 yrs 6 mos
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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