Todd Boone is a registered investment advisor at Edward Jones, based in Springfield, OH, with 15 years of industry experience. Todd 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
4917 Security Dr, Springfield, OH, 45503-5651
Get directionsHistory
Regulatory History (7)
Financial
March 2025Financial
March 2025Financial
August 2022Financial
July 2020Financial
June 2020Financial
June 2020Financial
June 2020Other Business Activities
Todd owns rental properties in Springfield, OH, since September 2024 and spends minimal time maintaining them. This activity is not investment-related.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
The Huntington Investment CompanyBroker
Banc One Securities CorporationBroker
State Registrations13 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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