Brian Sohovich is a CFP-designated registered investment advisor at Edward Jones, based in Statesville, NC, with 25 years of industry experience. Brian 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
140 N Center St Suite 112, Statesville, NC, 28677-5297
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Brian is the VP of Special Events for the Chamber of Commerce and owns rental property in Banner Elk, NC. He is also a board member of the Statesville Racquet Club.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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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