Gregory Fleming is a registered investment advisor at Edward Jones, based in Keokuk, IA, with 25 years of industry experience. Gregory 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
608 Main Street, Keokuk, IA, 52632
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Regulatory History (1)
Criminal
January 1985Other Business Activities
Gregory owns a rental property in Keokuk, Iowa, with a lease that ran from 1997 to 2001. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations29 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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- Kyle Keck, CFPEdward Jones