Daniel Pellerin is a registered investment advisor at Edward Jones, based in Derby, VT, with 12 years of industry experience. Daniel 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
32B Community Dr, Derby, VT, 05855
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Daniel rents rooms in Brownington, VT, since 2019 and is a Senior Warden for Free and Accepted Masons in St Johnsbury, VT, since 2018. He also serves as a Trustee for the Orleans County Historical Society and Vice President for Vermont's North Country Chamber Of Commerce, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
E*trade Securities, IncorporatedBroker
State Registrations14 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.