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CFP

Britt Pounds

Edward Jones
27 Years of Experience
Fredericksburg, TX
Broker
View SEC Summary
View SEC Summary

Britt Pounds is a CFP-designated registered investment advisor at Edward Jones, based in Fredericksburg, TX, with 27 years of industry experience. Britt 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

233 West Main Street, Fredericksburg, TX, 78624

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Britt is a partner in FHP Properties, involved in oil & gas investment, occupational healthcare contracts, and home remodeling/building. Britt also serves as President of the Board on the Investment Committee for Golden Hub Foundation, is on the Corporate Board for Hill Country Boys & Girls Club, and is a member/musician for DJBD, LLC, an entertainment band.

Employment History
Current Registrations
Edward Jones
November 2006 - Present · 19 yrs 11 mos
Edward JonesBroker
February 1999 - Present · 27 yrs 8 mos
State Registrations27 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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