Nicholas Lonski is a registered investment advisor at Edward Jones, based in Sidney, MT, with 26 years of industry experience. Nicholas 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
611 S Central Ave, Sidney, MT, 59270
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business Activities
Nicholas is president of the Bishop of Myra Foundation and an assistant wrestling coach at Sidney High School, dedicating about 10-20% of his time to coaching during the wrestling season. He also owns rental properties managed by a property management company.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations44 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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