William Combs is a registered investment advisor at Edward Jones, based in Collinsville, IL, with 18 years of industry experience. William 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
1604 Eastport Plaza Drive, Suite 108, Collinsville, IL, 62234
Get directionsHistory
Regulatory History (1)
Financial
September 2017Other Business Activities
William is a managing partner at Five Wings of Hope LLC, starting in 2017. He dedicates minimal time to maintaining hunting property through this LLC.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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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