Rebecca Anderson is a CFP-designated registered investment advisor at Edward Jones, based in Grand Rapids, MI, with 25 years of industry experience. Rebecca 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
99 Monroe Ave NW Suite 701, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Rebecca is a co-owner of ABAIT Management and owner of Black Swan Holdings, both established in August 2023. She reports no responsibilities and minimal time commitment to either entity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations33 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
More Advisors
- Mark Asma, CFPEdward Jones
- Joshua KantorEdward Jones
- Mark Postema, CFPEdward Jones
- Shaun Rayman, CFPEdward Jones
- Erin Mcgovern, CFPEdward Jones
- Craig Taetsch, CFPEdward Jones