Mark Shultz is a registered investment advisor at Edward Jones, based in Oscoda, MI, with 25 years of industry experience. Mark 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
297 S State Street, Oscoda, MI, 48750
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Mark is the manager of Mark II Corp, LLC, a real estate business, since 2011. He spends minimal time on this activity, paying utilities for a leased office building.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations25 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.