Larry Kopczynski is a registered investment advisor at Edward Jones, based in Lewiston, ID, with 27 years of industry experience. Larry 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
2501 17th Street, Lewiston, ID, 83501
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2004Customer Dispute
October 2002Other Business Activities
Larry is an electrical engineering consultant since 1998, dedicating minimal time to small projects. He also owns and maintains a commercial rental property and is a trustee for Vass-Kop Real Estate, with no responsibilities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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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