Alan Thomas is a registered investment advisor at Edward Jones, based in Van Alstyne, TX, with 28 years of industry experience. Alan 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
962 West Van Alstyne Pkwy, Van Alstyne, TX, 75495-1155
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Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Alan owns a cattle business in Honey Grove, TX since 2012, spending minimal time on it. He puts out hay in the winter after hours and on weekends.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations15 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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- David Rodriguez, ChFC