Nicholas Box is a registered investment advisor at Edward Jones, based in Waxahachie, TX, with 20 years of industry experience. Nicholas 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
103 Ymca Drive, Waxahachie, TX, 75165
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Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Nicholas is the President of the Waxahachie Letter Jacket Group, which sends money to the school district to pay for students' Letterman jackets. He also coaches a tennis team at Waxahachie Preparatory Academy, dedicating a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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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