RY
ChFC
RY
ChFC

Robin Young

22 Years of Experience
Eldon, MO
Broker

Robin Young is a ChFC-designated registered investment advisor at Edward Jones, based in Eldon, MO, with 22 years of industry experience. Robin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

203 E 10TH St Suite A, Eldon, MO, 65026

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robin is an independent keynote speaker, a board member for multiple organizations including the University of Missouri Extension Board and Eldon Senior Center, a mobile DJ, and volunteers at a soup kitchen. None of these activities appear to be investment-related.

Employment History
Current Registrations
Edward Jones
August 2010 - Present · 16 yrs 2 mos
Edward JonesBroker
October 2004 - Present · 22 yrs
State Registrations16 states
AZCACOFLGAILKSMNMOMSNYOKSDTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors