Stephen Hohl is a registered investment advisor at Edward Jones, based in Tomball, TX, with 26 years of industry experience. Stephen 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
425 Holderrieth Blvd Ste 214, Tomball, TX, 77375
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1990Other Business Activities
Stephen is a general partner in Kickapoo Farms, a real estate partnership, dedicating minimal time to it. He also serves as a board member for the Tomball Hospital Association, attending two meetings per year.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations11 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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