Isaac Demarest is a CFP-designated registered investment advisor at Edward Jones, based in Maumee, OH, with 25 years of industry experience. Isaac 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
1609 Henthorne Drive, Maumee, OH, 43537-1300
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
October 2011Other Business Activities
Isaac is a board member for a model school board in Toledo, OH since 2013. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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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