Alan Farrar is a registered investment advisor at Edward Jones, based in Tumwater, WA, with 26 years of industry experience. Alan 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
2201 93rd Ave SW Ste C, Tumwater, WA, 98512-1066
Get directionsHistory
Regulatory History (1)
Criminal
August 1996Other Business Activities
Alan was the president of Farrar Timber Service, Inc. until 2000 and may consult as a log buyer. He is also a part owner in a beef cattle operation, a board member for Wood County Healthcare Foundation, owner of Burl Wood Sales, a dog breeder, and owns rental property, all requiring minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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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