Matthew Kissinger is a registered investment advisor at Edward Jones, based in Knoxville, IA, with 22 years of industry experience. Matthew 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
1008 W Bell Ave Suite 102, Knoxville, IA, 50138
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Regulatory History (1)
Regulatory
October 2000Other Business Activities
Matthew owns a vacation cabin in Eldora, IA since 2012 and maintains the property. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Planco Financial Services, LLCBroker
Caz Investments L.P.
State Registrations24 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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